SAG
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SageView Advisory Group’s Tradeweb Markets TW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
1,581
-246
-13% -$33.9K 0.01% 581
2025
Q1
$271K Buy
1,827
+39
+2% +$5.79K 0.01% 498
2024
Q4
$234K Buy
1,788
+35
+2% +$4.58K 0.01% 523
2024
Q3
$217K Buy
+1,753
New +$217K 0.01% 478