Institution Information
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
Institutional Holdings
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
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6