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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 201 | $1,441,594 | 13,335 | 0.00 | 13,335 | +Inf | 12-31-2023 | |
| PROGRESSIVE CORP | COM | 202 | $1,438,822 | 8,006 | 0.00 | 8,006 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 203 | $1,417,404 | 34,424 | 0.00 | 34,424 | +Inf | 12-31-2023 | |
| ADVANCED MICRO DEVICES INC | COM | 204 | $1,408,827 | 8,188 | 0.00 | 8,188 | +Inf | 12-31-2023 |
