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 |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 101 | $2,295,227 | 31,689 | 0.00 | 0.00 | 20,437 | 181.63 | 12-31-2023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 102 | $2,293,740 | 36,219 | 0.00 | 0.00 | -6,742 | -15.69 | 12-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 103 | $2,265,257 | 8,648 | 0.00 | 0.00 | 36 | 0.42 | 12-31-2023 |
| BERKLEY W R CORP | COM | 104 | $2,256,328 | 31,905 | 0.00 | 0.00 | 103 | 0.32 | 12-31-2023 |
