Sound View Wealth Advisors Group, LLC Proshares Tr S&P Tech Divid Ar Transaction History

Sound View Wealth Advisors Group, LLC

$1.2 Billion
Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Proshares Tr S&P Tech Divid Ar stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 6,777 shares of TDV stock, worth $525,217. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,777

Previous 7,138 5.06%

Holding current value

$525,217

Previous $538,000 8.36%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$72.31 - $80.69 $26,103 - $29,129	-361 Reduced 5.06%	6,777 $493,000
Q4 2024 Feb 07, 2025	SELL	$74.69 - $79.24 $9,784 - $10,380	-131 Reduced 1.8%	7,138 $538,000
Q3 2024 Nov 12, 2024	BUY	$69.59 - $79.2 $47,042 - $53,539	676 Added 10.25%	7,269 $560,000
Q1 2024 May 09, 2024	SELL	$66.55 - $72.09 $44,921 - $48,660	-675 Reduced 9.29%	6,593 $474,000
Q4 2023 Feb 08, 2024	BUY	$58.71 - $70.09 $58 - $70	1 Added 0.01%	7,268 $505,000
Q3 2023 Nov 07, 2023	BUY	$61.59 - $67.88 $41,634 - $45,886	676 Added 10.26%	7,267 $451,000
Q2 2023 Aug 08, 2023	BUY	$57.8 - $66.26 $129,645 - $148,621	2,243 Added 51.59%	6,591 $436,000
Q1 2023 May 12, 2023	BUY	$55.38 - $62.59 $240,792 - $272,141	4,348 New	4,348 $265,000

Others Institutions Holding TDV

# of Institutions

Shares Held

2.33M

Call Options Held

Put Options Held

View Full List

About PROSHARES TR S&P TECH DIVID AR

Ticker TDV
Sector ETFs
Industry ETFs

More about TDV

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 Proshares Tr S&P Tech Divid Ar Transaction History