Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOWELL FINANCIAL SERVICES LLC | 05-03-2024 | 03-31-2024 | 544 | 2,119,995,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | Stock | 901 | $1,122,000 | 20,643 | 0.00 | 0.00 | -587 | -2.76 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST NAS100 | Liquidated | $0 | 0 | 0.00 | 0.00 | 6,371 | 15.14 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 903 | $1,121,000 | 12,070 | 0.00 | 0.00 | -4,808 | -28.49 | 03-31-2024 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 904 | $1,119,000 | 17,453 | 0.00 | 17,453 | +Inf | 03-31-2024 |
