SAG
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SageView Advisory Group’s Wintrust Financial WTFC Stock Holding History

SageView Advisory Group’s Portfolio WTFC Stock Details WTFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,600
Closed -$311K – 813
2024
Q1 		$311K Buy
+2,600
New +$311K 0.02% 405