Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SOUND INCOME STRATEGIES LLC 04-15-2024 03-31-2024 1349 1,339,121,097
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
COMMON STOCKKYNDRYL HLDGS INC None 1051 $7,246 333 0.00 0.00 11 3.42 03-31-2024
FLOWERS FOODS INC COM Liquidated $0 0 0.00 0.00 4 1.24 12-31-2023
COMMON STOCKPHINIA INC None 1053 $7,208 188 0.00 0.00 7 3.87 03-31-2024
MONSTER BEVERAGE CORP NEW COM 1054 $7,173 121 0.00 0.00 -1,120 -90.25 03-31-2024
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