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 |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 501 | $319,950 | 1,517 | 0.00 | 1,517 | +Inf | 12-31-2023 | |
| PACCAR INC | COM | 502 | $319,773 | 3,136 | 0.00 | 3,136 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 503 | $319,320 | 3,998 | 0.00 | 3,998 | +Inf | 12-31-2023 | |
| ISHARES TR | US HLTHCARE ETF | 504 | $318,497 | 1,081 | 0.00 | 1,081 | +Inf | 12-31-2023 |
