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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 651 | $25,932 | 241 | 0.00 | 0.00 | 15 | 6.64 | 03-31-2024 |
| ONE LIBERTY PPTYS INC | COM | 652 | $25,921 | 1,147 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 653 | $25,759 | 141 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZOETIS INC | CL A | 654 | $25,720 | 152 | 0.00 | 0.00 | 18 | 13.43 | 03-31-2024 |
