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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC25 ETF | 851 | $14,916 | 600 | 0.00 | 600 | +Inf | 06-30-2024 | |
| ROBLOX CORP | CL A | 852 | $14,884 | 400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NUVEEN AMT FREE MUN CR INC F | COM | 853 | $14,865 | 1,193 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | BROAD USD HIGH | 854 | $14,838 | 409 | 0.00 | 0.00 | 154 | 60.39 | 06-30-2024 |
