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 |
|---|---|---|---|---|---|---|---|---|---|
| HSBC HLDGS PLC | SPON ADR NEW | 1201 | $4,881 | 124 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J P MORGAN EXCHANGE-TRADED F | CORE PLUS BD ETF | Liquidated | $0 | 0 | 0.00 | 109 | +Inf | 12-31-2023 | |
| AMERICAN EQTY INVT LIFE HLD | COM | Liquidated | $0 | 0 | 0.00 | 87 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | Liquidated | $0 | 0 | 0.00 | 73 | +Inf | 12-31-2023 |
