Sage View Advisory Group, LLC INNOVATOR ETFS TRUST Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
6,805
Previous 6,805 -0.0%
Holding current value
$261 Million
Previous $243 Million 7.33%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 19, 2025
BUY
N/A
258 Added 3.94%
6,805 $243 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-1,374 Reduced 17.35%
6,547 $245 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-5,314 Reduced 40.15%
7,921 $294 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-12,444 Reduced 48.46%
13,235 $462 Million
Q1 2024

May 08, 2024
BUY
N/A
9,425 Added 57.99%
25,679 $721 Million
Q4 2023

Feb 09, 2024
BUY
N/A
3,037 Added 22.98%
16,254 $554 Million
Q3 2023

Nov 02, 2023
SELL
N/A
-2,861 Reduced 17.79%
13,217 $406 Million
Q2 2023

Aug 11, 2023
BUY
N/A
2,433 Added 17.83%
16,078 $514 Million
Q1 2023

May 01, 2023
BUY
N/A
361 Added 2.72%
13,645 $419 Million
Q4 2022

Feb 14, 2023
BUY
N/A
13,284 New
13,284 $397 Million
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email