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 |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | SHS CL A | 351 | $625,031 | 2,092 | 0.00 | 2,092 | +Inf | 12-31-2023 | |
| BALCHEM CORP | COM | 352 | $623,533 | 4,363 | 0.00 | 4,363 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 353 | $619,893 | 9,027 | 0.00 | 9,027 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 354 | $617,854 | 16,831 | 0.00 | 16,831 | +Inf | 12-31-2023 |
