Sage View Advisory Group, LLC Options Holdings

Sage View Advisory Group, LLC

  • $2.35 Trillion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 598
  • Current Value $2.35 Trillion
  • Prior Value $2.32 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 19, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 253 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 264 stocks
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