Sound Income Strategies, LLC First Tr Lge Cap Growth Transaction History

Sound Income Strategies, LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$106.19 - $123.93 $2,017 - $2,354	19 New	19 $2,000
Q2 2023 Jul 10, 2023	BUY	$90.91 - $101.29 $5,818 - $6,482	64 New	64 $6,000

Others Institutions Holding FTC

# of Institutions

200

Shares Held

6.43M

Call Options Held

1.7K

Put Options Held

100

Morgan Stanley New York, NY

852K
Shares

$120 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

757K
Shares

$106 Million
0.05% of portfolio
International Assets Investment Management, LLC Orlando, FL

522K
Shares

$73.4 Million
0.01% of portfolio
Janney Montgomery Scott LLC

430K
Shares

$60.5 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

411K
Shares

$57.7 Million
0.01% of portfolio

About FIRST TR LGE CAP GROWTH

Ticker FTC
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