Sound Income Strategies, LLC Ishares Tr Transaction History
Sound Income Strategies, LLC
- $1.56 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding INTF
# of Institutions
168Shares Held
49.6MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.66MShares$296 Million15.74% of portfolio
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Halbert Hargrove Global Advisors, LLC3.18MShares$109 Million5.63% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX2.73MShares$93.4 Million16.26% of portfolio
-
Invesco Ltd. Atlanta, GA2.52MShares$86.1 Million0.02% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$83.3 Million3.22% of portfolio