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  Name: Powell Investment Advisors LLC
  City: MIAMI
  State: FL
  Zip: 33133
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $189,354,000
  Total Value Change : $8,522,000
  Securities Held Change : -1
   
All Securities Held : 145
  New Positions : 8
  Closed Positions : 9
  Increased Positions : 35
  Unchanged Positions : 69
  Decreased Positions : 33

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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HUMA)1 Year Chart         HUMA Humacyte, Inc 148 Closed $4.51 $0 0 0% -60,000 -21,000 0    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 154 Closed $218.92 $0 0 0% -51,000 -88 0    Closed - End Fund - E...
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 147 Closed $0.89 $0 0 0% -76,000 -45,000 0    N/A
   (XSW)1 Year Chart         XSW SPDR S&P Software & Service... 153 Closed $149.47 $0 0 0% -50,000 -330 0    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 146 Closed $76.92 $0 0 0% -2,797,000 -36,157 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 152 Closed $153.62 $0 0 0% -220,000 -1,493 0    Semiconductor- Broad...
   (TXG)1 Year Chart         TXG 10x Genomics, Inc. 151 Closed $0.00 $0 0 0% -200,000 -3,577 0    N/A
   (IWC)1 Year Chart         IWC iShares Russell Microcap Index 150 Closed $117.39 $0 0 0% -83,000 -715 0    Closed - End Fund - E...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 149 Closed $272.78 $0 0 0% -211,000 -544 0    CATV Systems

      9 Records Found
  1    
Page 1 of 1
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