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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 251 | $197,701 | 4,340 | 0.00 | 0.00 | 978 | 29.09 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 252 | $197,456 | 2,035 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EVERGY INC | COM | 253 | $196,942 | 3,718 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 254 | $196,313 | 5,210 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
