Sage View Advisory Group, LLC Spdr Portfolio Long Term Treas Transaction History

Sage View Advisory Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$24.55 - $29.44 $394,444 - $473,012	-16,067 Reduced 63.42%	9,266 $261 Million
Q3 2023 Nov 02, 2023	BUY	$26.09 - $29.96 $187,195 - $214,963	7,175 Added 39.51%	25,333 $662 Million
Q2 2023 Aug 11, 2023	BUY	$29.25 - $31.5 $531,121 - $571,977	18,158 New	18,158 $543 Million
Q4 2022 Feb 14, 2023	BUY	$27.04 - $31.56 $539,556 - $629,748	19,954 New	19,954 $579 Million

429

324M

26.8K

1.2K

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.