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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWR MSCI USA | 201 | $762,271 | 7,265 | 0.00 | 0.00 | 45 | 0.62 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 202 | $760,989 | 18,516 | 0.00 | 0.00 | -24,784 | -57.24 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 35 | 0.42 | 12-31-2023 |
| BYRNA TECHNOLOGIES INC | COM NEW | 204 | $729,610 | 114,180 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
