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 |
|---|---|---|---|---|---|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | SHS | 1251 | $5,021 | 16 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| JABIL INC | COM | 1252 | $5,004 | 46 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 1253 | $5,003 | 20 | 0.00 | 0.00 | -33 | -62.26 | 06-30-2024 |
| ISHARES TR | CORE MSCI TOTAL | 1254 | $4,999 | 74 | 0.00 | 0.00 | 45 | 155.17 | 06-30-2024 |
