Sound View Wealth Advisors Group, LLC's ownership history for WSO

Sound View Wealth Advisors Group, LLC currently holds 709 shares with a market value of $238.9K. It started holding WSO on 2024-09-30. At its peak, it held 902 shares on 2024-09-30. Its highest holding value was $443.7K on 2024-09-30. At its lowest, it held 698 shares on 2025-06-30, with a value of $238.9K on 2025-12-31. In the recent 180 days, Sound View Wealth Advisors Group, LLC has increased its shares by 11. In the recent year, Sound View Wealth Advisors Group, LLC has decreased its shares by 189.