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 |
|---|---|---|---|---|---|---|---|---|---|
| ZIMMER BIOMET HOLDINGS INC | COM | 151 | $1,125,207 | 9,246 | 0.00 | 0.00 | 966 | 11.67 | 12-31-2023 |
| UNION PAC CORP | COM | 152 | $1,123,713 | 4,575 | 0.00 | 0.00 | 178 | 4.05 | 12-31-2023 |
| ISHARES GOLD TR | ISHARES NEW | 153 | $1,104,393 | 28,296 | 0.00 | 0.00 | 2,918 | 11.50 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 154 | $1,085,250 | 2 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
