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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 51 | $165,000 | 2,046 | 0.22 | 0.35 | -628 | -23.49 | 09-30-2022 |
| VERIZON COMMUNICATIONS INC | COM | 52 | $165,000 | 4,347 | 0.22 | 0.37 | -775 | -15.13 | 09-30-2022 |
| FORD MTR CO DEL | COM | 53 | $162,000 | 14,437 | 0.21 | 0.23 | 12 | 0.08 | 09-30-2022 |
| ABBVIE INC | COM | 54 | $151,000 | 1,124 | 0.20 | 0.25 | 1 | 0.09 | 09-30-2022 |
