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 |
|---|---|---|---|---|---|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | COM | 351 | $274,277 | 1,007 | 0.00 | 0.00 | 18 | 1.82 | 12-31-2023 |
| INNOVATOR ETFS TR | GRWT100 PWR BF | 352 | $273,834 | 6,156 | 0.00 | 0.00 | -1,124 | -15.44 | 12-31-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | Liquidated | $0 | 0 | 0.00 | 0.00 | -500 | -14.92 | 12-31-2023 |
| DOMINION ENERGY INC | COM | 354 | $271,437 | 5,775 | 0.00 | 0.00 | 631 | 12.27 | 12-31-2023 |
