Sound View Wealth Advisors Group, LLC ISHARES TR Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025
Number of Shares
74,671
Previous 68,672 8.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
N/A
5,999 Added 8.74%
74,671 $0
Q4 2024

Feb 07, 2025
BUY
N/A
166 Added 0.24%
68,672 $0
Q3 2024

Nov 12, 2024
BUY
N/A
3,079 Added 4.71%
68,506 $0
Q2 2024

Aug 05, 2024
BUY
N/A
1,301 Added 2.03%
65,427 $0
Q1 2024

May 09, 2024
SELL
N/A
-1,923 Reduced 2.91%
64,126 $0
Q4 2023

Feb 08, 2024
BUY
N/A
66,049 New
66,049 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email