Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SOUND VIEW WEALTH ADVISORS GROUP LLC | 02-08-2024 | 12-31-2023 | 385 | 906,552,812 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $54,011,393 | 280,535 | 0.01 | 0.01 | 38,222 | 15.77 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $31,779,086 | 84,510 | 0.00 | 0.00 | 61 | 0.07 | 12-31-2023 |
ISHARES TR | IBONDS DEC2026 | 3 | $21,477,360 | 898,634 | 0.00 | 0.00 | -110,664 | -10.96 | 12-31-2023 |
ISHARES TR | IBONDS DEC25 ETF | 4 | $20,787,825 | 839,573 | 0.00 | 0.00 | -69,055 | -7.60 | 12-31-2023 |