Institutional Owners for SAGE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TD WATERHOUSE CANADA INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
FOCUSED WEALTH MANAGEMENT INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
KISTLER-TIFFANY COMPANIES LLC COM 403 $4,196 100 0.00 0.00 0 0.00 03-31-2023
CREATIVE PLANNING COM Liquidated $0 0 0.00 100 +Inf 12-31-2023
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