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 |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM | 251 | $1,032,408 | 1,235 | 0.00 | 1,235 | +Inf | 12-31-2023 | |
| UNION PAC CORP | COM | 252 | $1,022,714 | 4,146 | 0.00 | 4,146 | +Inf | 12-31-2023 | |
| GENERAL MLS INC | COM | 253 | $1,020,429 | 15,615 | 0.00 | 15,615 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | FLOATNG RAT TREA | 254 | $1,003,643 | 19,973 | 0.00 | 19,973 | +Inf | 12-31-2023 |
