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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MID CAP ETF | 151 | $801,396 | 3,207 | 0.00 | 0.00 | 2,925 | 1037.23 | 03-31-2024 |
| COMMON STOCKPHILLIPS EDISON & CO INC | None | 152 | $763,584 | 21,288 | 0.00 | 0.00 | -11,917 | -35.89 | 03-31-2024 |
| MERCK & CO. INC | COM | 153 | $729,461 | 5,528 | 0.00 | 0.00 | -1,629 | -22.76 | 03-31-2024 |
| MCDONALDS CORP | COM | 154 | $726,723 | 2,577 | 0.00 | 0.00 | 984 | 61.77 | 03-31-2024 |
