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Rdiv etf shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Sage Mountain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rdiv etf by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 573 45.83
2023-12-31 $21k 473 43.70
2023-09-30 $18k 473 37.20

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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
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Vanguard Index Fds Small Cp Etf (VB)
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View all positions for Sage Mountain Advisors

Top funds holding Rdiv etf

Heartwood Wealth Advisors
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
Private Advisor
UBS Group
Raymond James Financial Services Advisors
Raymond James & Associates
Rockefeller Capital Management
Commonwealth Equity Services
Hanson McClain Advisors
Stifel Financial
H D Vest Advisory Services
Royal Bank of Canada
Mercer Global Advisors

View all funds holding Rdiv etf