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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 751 | $17,410 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 752 | $17,403 | 446 | 0.00 | 0.00 | -2,226 | -83.31 | 03-31-2024 |
| PROGRESSIVE CORP | COM | 753 | $17,373 | 84 | 0.00 | 0.00 | 41 | 95.35 | 03-31-2024 |
| CAMECO CORP | COM | 754 | $17,371 | 401 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
