Sage View Advisory Group, LLC Ishares Tr Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,672 shares of INTF stock, worth $269,699. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,672
Previous 10,400
16.62%
Holding current value
$269,699
Previous $327 Million
23.81%
% of portfolio
0.01%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding INTF
# of Institutions
162Shares Held
46MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY8.51MShares$265 Million14.65% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.14MShares$97.7 Million5.03% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.52MShares$78.5 Million14.86% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$75.8 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.83MShares$56.9 Million5.43% of portfolio