A detailed history of Sound View Wealth Advisors Group, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 8,891 shares of SLF stock, worth $517,100. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,891
Previous 6,982 27.34%
Holding current value
$517,100
Previous $342,000 50.58%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$47.07 - $58.09 $89,856 - $110,893
1,909 Added 27.34%
8,891 $515,000
Q3 2023

Nov 07, 2023

BUY
$46.92 - $52.8 $327,595 - $368,649
6,982 New
6,982 $340,000
Q1 2020

May 12, 2020

SELL
$24.42 - $50.13 $107,448 - $220,572
-4,400 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$42.63 - $46.3 $187,572 - $203,720
4,400 New
4,400 $201,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.1B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

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.