Sound View Wealth Advisors Group, LLC Options Holdings
Sound View Wealth Advisors Group, LLC
- $1.21 Billion
- Q3 2024
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 407
- Current Value $1.21 Billion
- Prior Value $965 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 56 stocks
- Additional Purchases 289 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks