Sound View Wealth Advisors Group, LLC Innovator Etfs Tr Pwr Buffer S Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$24.71 - $26.11 $197,803 - $209,010	8,005 New	8,005 $207,000

Others Institutions Holding PSTP

# of Institutions

31

Shares Held

2.23M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

570K
Shares

$18.5 Million
4.74% of portfolio
Commonwealth Equity Services, LLC

281K
Shares

$9.14 Million
0.01% of portfolio
Sunbelt Securities, Inc. Houston, TX

241K
Shares

$7.84 Million
0.82% of portfolio
Lineweaver Wealth Advisors, LLC

205K
Shares

$6.68 Million
1.3% of portfolio
High Tower Advisors, LLC Chicago, IL

191K
Shares

$6.21 Million
0.01% of portfolio

About INNOVATOR ETFS TR PWR BUFFER S

Ticker PSTP
Sector ETFs
Industry ETFs

More about PSTP

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.