Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Buffer E Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
115Shares Held
3.66MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$20.6 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA354KShares$15 Million0.28% of portfolio
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Commonwealth Equity Services, LLC286KShares$12.1 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.62 Million0.02% of portfolio
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Cerity Partners LLC New York, NY161KShares$6.81 Million0.02% of portfolio