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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO CORPORATE & INCM STRG | COM | 401 | $223,827 | 18,036 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INNOVATOR ETFS TR | US EQTY BUF SEP | 402 | $223,601 | 6,096 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARATHON PETE CORP | COM | 403 | $223,430 | 1,506 | 0.00 | 0.00 | -7 | -0.46 | 12-31-2023 |
| APTARGROUP INC | COM | 404 | $222,887 | 1,803 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
