Sage View Advisory Group, LLC ISHARES TR Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
41,397
Previous 37,330 10.89%
Holding current value
$2.02 Billion
Previous $1.47 Billion 37.44%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
4,067 Added 10.89%
41,397 $2.02 Billion
Q1 2025

May 19, 2025
BUY
N/A
37,330 New
37,330 $1.47 Billion
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email