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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 51 | $4,787,484 | 10,072 | 0.00 | 0.00 | -356 | -3.41 | 12-31-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 52 | $4,551,976 | 30,448 | 0.00 | 0.00 | -566 | -1.82 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 53 | $4,447,572 | 57,218 | 0.00 | 0.00 | 3,020 | 5.57 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 54 | $4,322,012 | 26,426 | 0.00 | 0.00 | 8,123 | 44.38 | 12-31-2023 |
