Sage View Advisory Group, LLC NEUBERGER BERMAN ETF TRUST Transaction History

Sage View Advisory Group, LLC

  • $2.64 Trillion
  • Q2 2025
Number of Shares
11,216
Previous 11,013 1.84%
Holding current value
$294 Million
Previous $282 Million 4.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2025
BUY
N/A
203 Added 1.84%
11,216 $294 Million
Q1 2025

May 19, 2025
SELL
N/A
-889 Reduced 7.47%
11,013 $282 Million
Q4 2024

Feb 13, 2025
BUY
N/A
291 Added 2.51%
11,902 $314 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-360 Reduced 3.01%
11,611 $306 Million
Q2 2024

Aug 14, 2024
BUY
N/A
11,971 New
11,971 $315 Million
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