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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
| $22M | +$867K | +33,541 | +4% |
|
| 2 |
FP
2
Fiduciary Planning
Englewood,
Florida
| $691K | -$174K | -6,726 | -20% |
|
| 3 |
AI
3
Atria Investments
Charlotte,
North Carolina
| $605K | +$621K | +24,043 | New |
|
| 4 |
OMC
4
Old Mission Capital
Chicago,
Illinois
| $300K | +$38.9K | +1,505 | +14% |
|
| 5 |
IAIM
5
International Assets Investment Management
Orlando,
Florida
| $263K | +$271K | +10,472 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $9.31K | +$9.56K | +370 | New |
|
| 7 |
BWL
7
Bogart Wealth LLC
Mclean,
Virginia
| $6.59K | – | – | – |
|
| 8 |
HI
8
Harbour Investments
Madison,
Wisconsin
| $4.03K | – | – | – |
|
| 9 |
9
Morgan Stanley
New York
| $32 | – | – | – |
|
| 10 |
10
Fidelity Investments
Boston,
Massachusetts
| $25 | +$26 | +1 | New |
|