Sound View Wealth Advisors Group’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$725K Hold
10,771
0.05% 225
2025
Q1
$653K Sell
10,771
-2,346
-18% -$142K 0.05% 225
2024
Q4
$840K Buy
13,117
+107
+0.8% +$6.85K 0.07% 200
2024
Q3
$816K Buy
+13,010
New +$816K 0.07% 204