Sound View Wealth Advisors Group, LLC Listed Fds Tr Overlay Shs Shor Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding OVT
# of Institutions
13Shares Held
659KCall Options Held
0Put Options Held
0-
Acg Wealth218KShares$4.83 Million1.05% of portfolio
-
Bison Wealth, LLC197KShares$4.38 Million0.75% of portfolio
-
Truadvice, LLC Sarasota, FL130KShares$2.88 Million1.2% of portfolio
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Gts Securities LLC New York, NY26KShares$576,8820.0% of portfolio
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Blue Chip Wealth Advisors LLC Milton, GA20.1KShares$446,6870.26% of portfolio