Sage View Advisory Group, LLC Hartford Multifactor Developed Transaction History

Sage View Advisory Group, LLC

$2.15 Trillion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$26.48 - $28.04 $20,389 - $21,590	770 New	770 $748 Million

Others Institutions Holding RODM

# of Institutions

113

Shares Held

33.6M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.1M
Shares

$151 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$109 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$99.1 Million
8.67% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$84.4 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.25M
Shares

$66.8 Million
1.6% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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