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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | TRENDP US LAR CP | 551 | $36,534 | 766 | 0.00 | 0.00 | 3 | 0.39 | 03-31-2024 |
| REGIONS FINANCIAL CORP NEW | COM | 552 | $36,304 | 1,725 | 0.00 | 0.00 | 248 | 16.79 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 553 | $35,784 | 1,120 | 0.00 | 1,120 | +Inf | 03-31-2024 | |
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 554 | $35,755 | 2,150 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
