Sage View Advisory Group, LLC Pimco Rafi Dynamic Multi Facto Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$17.0 - $19.18 $441,728 - $498,373	25,984 New	25,984 $26 Million

Others Institutions Holding MFEM

# of Institutions

36

Shares Held

4.27M

Call Options Held

0

Put Options Held

0

Schiavi & CO LLC Wilmington, DE

879K
Shares

$17.1 Million
6.79% of portfolio
Envestnet Asset Management Inc

818K
Shares

$15.9 Million
0.01% of portfolio
Park Avenue Securities LLC

626K
Shares

$12.1 Million
0.15% of portfolio
Pasadena Private Wealth, LLC Pasadena, CA

294K
Shares

$5.71 Million
1.41% of portfolio
Austin Wealth Management, LLC Austin, TX

264K
Shares

$5.13 Million
1.21% of portfolio

About PIMCO RAFI DYNAMIC MULTI-FACTO

Ticker MFEM
Sector ETFs
Industry ETFs

More about MFEM

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