Number of Shares
21,130
Previous 13,737 53.82%
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
Q2 2025

Aug 07, 2025

BUY
N/A
7,393 Added 53.82%
21,130 $0
Q1 2025

May 08, 2025

BUY
N/A
2,999 Added 27.93%
13,737 $0
Q4 2024

Feb 07, 2025

BUY
N/A
1,751 Added 19.48%
10,738 $0
Q3 2024

Nov 12, 2024

BUY
N/A
344 Added 3.98%
8,987 $0
Q2 2024

Aug 05, 2024

BUY
N/A
186 Added 2.2%
8,643 $0
Q1 2024

May 09, 2024

BUY
N/A
8,457 New
8,457 $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.