Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE PRIVATE WEALTH GROUP LLC | 11-07-2022 | 09-30-2022 | 191 | 75,713,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| POLARIS INC | COM | 151 | $13,000 | 134 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
| PFIZER INC | COM | 152 | $13,000 | 303 | 0.02 | 0.01 | 203 | 203.00 | 09-30-2022 |
| MASCO CORP | COM | 153 | $13,000 | 271 | 0.02 | 0.02 | 0 | 0.00 | 09-30-2022 |
| CARDINAL HEALTH INC | COM | 154 | $13,000 | 201 | 0.02 | 201 | +Inf | 09-30-2022 |
