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Sound Equity Dividend Income ETF
DIVY
DIVY
30.26
USD
-0.41
1.34%
At close
Updated
Sep 9, 4:00 PM EDT
Pre-market
After hours
1 day
-1.34%
5 days
-2.48%
1 month
-1.69%
3 months
5.25%
6 months
9.56%
Year to date
14.1%
1 year
16.34%
5 years
22.31%
10 years
50.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $22.8M | +$774K | +29,821 | +4% |
|
| 2 |
FP
2
Fiduciary Planning
Englewood,
Florida
| $926K | +$421K | +16,204 | +90% |
|
| 3 |
OMC
3
Old Mission Capital
Chicago,
Illinois
| $282K | +$270K | +10,417 | New |
|
| 4 |
BWL
4
Bogart Wealth LLC
Mclean,
Virginia
| $7.09K | +$6.8K | +262 | New |
|
| 5 |
HI
5
Harbour Investments
Madison,
Wisconsin
| $4.33K | – | – | – |
|
| 6 |
6
Morgan Stanley
New York
| $50 | +$26 | +1 | New |
|
| 7 |
7
Citadel Advisors
Miami,
Florida
| – | -$505K | -19,410 | Closed |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| – | -$158K | -6,065 | Closed |
|