Sage View Advisory Group, LLC PRESIDIO PPTY TR INC Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
15,200
Previous 16,967 10.41%
Holding current value
$466,000
Previous $582,000 19.93%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-1,767 Reduced 10.41%
15,200 $466,000
Q4 2024

Feb 13, 2025
BUY
N/A
16,967 New
16,967 $593,000
Q4 2023

Feb 09, 2024
BUY
N/A
13,119 New
13,119 $813,000
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