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 |
|---|---|---|---|---|---|---|---|---|---|
| INGERSOLL RAND INC | COM | 201 | $338,563 | 3,727 | 0.00 | 0.00 | 1 | 0.03 | 06-30-2024 |
| GLADSTONE INVT CORP | COM | 202 | $333,722 | 23,871 | 0.00 | 0.00 | -3,892 | -14.02 | 06-30-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 203 | $330,400 | 11,401 | 0.00 | 0.00 | 1,247 | 12.28 | 06-30-2024 |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 204 | $329,916 | 9,723 | 0.00 | 0.00 | -19 | -0.20 | 06-30-2024 |
