Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 02-09-2024 | 12-31-2023 | 670 | 2,341,426,302 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FS KKR CAP CORP | COM | 151 | $1,874,512 | 90,425 | 0.00 | 90,425 | +Inf | 12-31-2023 | |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 152 | $1,871,164 | 7,274 | 0.00 | 7,274 | +Inf | 12-31-2023 | |
| INTUITIVE SURGICAL INC | COM NEW | 153 | $1,858,531 | 4,926 | 0.00 | 4,926 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 154 | $1,838,355 | 11,599 | 0.00 | 11,599 | +Inf | 12-31-2023 |
