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 |
|---|---|---|---|---|---|---|---|---|---|
| CLOROX CO DEL | COM | 351 | $105,588 | 774 | 0.00 | 0.00 | 75 | 10.73 | 06-30-2024 |
| DBX ETF TR | XTRACK USD HIGH | 352 | $105,426 | 2,973 | 0.00 | 0.00 | -234 | -7.30 | 06-30-2024 |
| PNC FINL SVCS GROUP INC | COM | 353 | $105,104 | 676 | 0.00 | 0.00 | -254 | -27.31 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 354 | $104,707 | 2,384 | 0.00 | 0.00 | -1,176 | -33.03 | 06-30-2024 |
