Sage View Advisory Group, LLC Innovator U.S. Equity Power Bu Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$26.59 - $28.58 $215,246 - $231,355	8,095 New	8,095 $230 Million

Others Institutions Holding PFEB

# of Institutions

193

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.76M
Shares

$102 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.28M
Shares

$47.4 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

805K
Shares

$29.8 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

420K
Shares

$15.6 Million
0.36% of portfolio
Steward Financial Group LLC

406K
Shares

$15.1 Million
3.92% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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