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
FRANKLIN LTD DURATION INCOME COM 501 $42,180 6,727 0.00 0.00 83 1.25 03-31-2024
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL Liquidated $0 0 0.00 994 +Inf 03-31-2024
BLACKROCK MULTI-SECTOR INC T COM Liquidated $0 0 0.00 2,900 +Inf 12-31-2023
GLOBAL X FDS US INFR DEV ETF 504 $41,960 1,054 0.00 0.00 0 0.00 03-31-2024
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