Sound View Wealth Advisors Group, LLC Ishares Ibonds Dec 2022 Term M Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding IBMK
# of Institutions
5Shares Held
119KCall Options Held
0Put Options Held
0-
Fieldpoint Private Securities, LLC61.9KShares$00.47% of portfolio
-
American Portfolios Advisors Holbrook, NY20.5KShares$00.02% of portfolio
-
Farmer Steven Patrick16.2KShares$00.01% of portfolio
-
Altium Wealth Management LLC10.8KShares$00.02% of portfolio
-
Corbett Road Capital Management, LLC Mclean, VA9.24KShares$00.41% of portfolio