Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Power Bu Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 17,373 shares of POCT stock, worth $682,758. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,373

Previous 19,030 8.71%

Holding current value

$682,758

Previous $728,000 7.14%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$37.79 - $38.95 $62,618 - $64,540	-1,657 Reduced 8.71%	17,373 $676,000
Q2 2024 Aug 05, 2024	SELL	$37.05 - $38.29 $16,005 - $16,541	-432 Reduced 2.22%	19,030 $728,000
Q1 2024 May 09, 2024	SELL	$35.88 - $37.5 $87,188 - $91,125	-2,430 Reduced 11.1%	19,462 $729,000
Q4 2023 Feb 08, 2024	SELL	$33.24 - $36.16 $4,853 - $5,279	-146 Reduced 0.66%	21,892 $790,000
Q3 2023 Nov 07, 2023	SELL	$33.33 - $34.11 $68,559 - $70,164	-2,057 Reduced 8.54%	22,038 $748,000
Q1 2023 May 12, 2023	BUY	$29.91 - $31.63 $413,834 - $437,632	13,836 Added 134.87%	24,095 $762,000
Q4 2022 Feb 08, 2023	BUY	$28.48 - $30.65 $292,176 - $314,438	10,259 New	10,259 $308,000

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.

Account

Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Power Bu Transaction History