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 |
|---|---|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 301 | $807,711 | 2,626 | 0.00 | 2,626 | +Inf | 12-31-2023 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 302 | $802,082 | 6,911 | 0.00 | 6,911 | +Inf | 12-31-2023 | |
| CME GROUP INC | COM | 303 | $801,394 | 3,888 | 0.00 | 3,888 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 304 | $797,360 | 4,445 | 0.00 | 4,445 | +Inf | 12-31-2023 |
