Sage View Advisory Group, LLC Ishares Tr Core Aggressive All Transaction History

Sage View Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$60.96 - $69.28 $10,180 - $11,569	167 Added 4.46%	3,912 $273 Million
Q3 2023 Nov 02, 2023	SELL	$63.24 - $67.72 $11,130 - $11,918	-176 Reduced 4.49%	3,745 $238 Million
Q2 2023 Aug 11, 2023	BUY	$63.04 - $66.51 $2,206 - $2,327	35 Added 0.9%	3,921 $260 Million
Q1 2023 May 01, 2023	BUY	$59.87 - $64.81 $24,247 - $26,248	405 Added 11.63%	3,886 $247 Million
Q4 2022 Feb 14, 2023	BUY	$55.07 - $62.69 $191,698 - $218,223	3,481 New	3,481 $208 Million

339

8.21M

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

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