Sound Income Strategies, LLC Pacer Fds Tr Trendpilot Us Mid Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding PTMC
# of Institutions
69Shares Held
7.53MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$37.9 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA937KShares$34.4 Million0.01% of portfolio
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Morgan Stanley New York, NY833KShares$30.6 Million0.0% of portfolio
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O Donnell Financial Services, LLC515KShares$18.9 Million9.04% of portfolio
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Lpl Financial LLC Fort Mill, SC500KShares$18.3 Million0.01% of portfolio