Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOUND INCOME STRATEGIES LLC | 07-12-2024 | 06-30-2024 | 1385 | 1,600,425,441 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 1151 | $6,441 | 19 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| WISDOMTREE TR | US HIGH DIVIDEND | 1152 | $6,429 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ATMOS ENERGY CORP | COM | 1153 | $6,416 | 55 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KOHLS CORP | COM | 1154 | $6,385 | 278 | 0.00 | 0.00 | 8 | 2.96 | 06-30-2024 |
