Sound View Wealth Advisors Group, LLC
Holdings in DNP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,158,948 | 216,111 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,224,432 | 222,221 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,171,705 | 221,829 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $2,279,239 | 230,459 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $2,348,025 | 266,216 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,701,382 | 269,062 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,196,236 | 267,182 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $2,488,300 | 274,344 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $2,385,110 | 281,263 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $3,028,511 | 318,121 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $3,184,243 | 303,840 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $3,585,522 | 325,365 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,164,208 | 281,263 | Shares | Sole | 2024-02-13 |
| 2022-09-30 | $3,170,864 | 306,068 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $3,345,592 | 308,634 | Shares | Sole | 2022-08-05 |
| 2022-03-31 | $3,622,215 | 306,448 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $3,382,330 | 311,162 | Shares | Sole | 2022-01-20 |
| 2021-09-30 | $3,396,339 | 318,606 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $3,293,098 | 315,129 | Shares | Sole | 2021-07-21 |
| 2021-03-31 | $3,059,085 | 309,624 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $3,101,002 | 302,242 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $2,961,930 | 295,013 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $3,292,375 | 302,608 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $2,913,347 | 297,584 | Shares | Sole | 2020-05-12 |