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 |
|---|---|---|---|---|---|---|---|---|---|
| WEC ENERGY GROUP INC | COM | 301 | $358,480 | 4,259 | 0.00 | 0.00 | -380 | -8.19 | 12-31-2023 |
| OTIS WORLDWIDE CORP | COM | 302 | $357,106 | 3,991 | 0.00 | 0.00 | 63 | 1.60 | 12-31-2023 |
| UNITED STS LIME & MINERALS I | COM | 303 | $351,284 | 1,525 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SANOFI | SPONSORED ADR | 304 | $350,298 | 7,044 | 0.00 | 0.00 | 125 | 1.81 | 12-31-2023 |
