Sage View Advisory Group, LLC BROOKFIELD ASSET MANAGMT LTD Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025
Number of Shares
3,823
Previous 3,904 2.07%
Holding current value
$218 Million
Previous $245 Million 11.31%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
N/A
-81 Reduced 2.07%
3,823 $218 Million
Q2 2025

Aug 13, 2025
BUY
N/A
3,904 New
3,904 $245 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-169 Reduced 3.88%
4,183 $227 Million
Q3 2024

Nov 14, 2024
BUY
N/A
4,352 New
4,352 $206 Million
Q1 2024

May 08, 2024
BUY
N/A
6,490 New
6,490 $273 Million
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