Sound Income Strategies, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
403Shares Held
132MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$684 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$569 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$402 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$229 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC5.77MShares$220 Million0.02% of portfolio