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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | 801 | $17,585 | 196 | 0.00 | 0.00 | -606 | -75.56 | 06-30-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 802 | $17,524 | 342 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 803 | $17,504 | 499 | 0.00 | 0.00 | 1 | 0.20 | 06-30-2024 |
| PROGRESSIVE CORP | COM | 804 | $17,448 | 84 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
