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 |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 701 | $21,208 | 290 | 0.00 | 0.00 | -285 | -49.57 | 03-31-2024 |
| FORTIVE CORP | COM | 702 | $20,406 | 237 | 0.00 | 237 | +Inf | 03-31-2024 | |
| ISHARES TR | MRGSTR MD CP ETF | 703 | $20,392 | 280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST HORIZON CORPORATION | COM | 704 | $20,281 | 1,317 | 0.00 | 0.00 | -295 | -18.30 | 03-31-2024 |
