Sound View Wealth Advisors Group, LLC Ishares Trust Ishares Usd Gre Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
- Q2 2025
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 12,614 shares of BGRN stock, worth $609,256. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,614
Previous 11,723
7.6%
Holding current value
$609,256
Previous $555,000
8.29%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding BGRN
# of Institutions
124Shares Held
7.25MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.31MShares$63.3 Million0.13% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO1.06MShares$51.3 Million0.15% of portfolio
-
Personal Capital Advisors Corp906KShares$43.8 Million0.2% of portfolio
-
Mercer Global Advisors Inc Denver, CO748KShares$36.1 Million0.07% of portfolio
-
Envestnet Asset Management Inc660KShares$31.9 Million0.01% of portfolio