SageView Advisory Group »

Presidio Ppty Tr shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Presidio Ppty Tr (SQFT) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Presidio Ppty Tr

Tip: Access up to 7 years of quarterly data

All positions including Presidio Ppty Tr held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Presidio Ppty Tr by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 13k 1.15

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Presidio Ppty Tr

Atria Wealth Solutions
Vanguard Group
International Assets Investment Management
Redwood Wealth Management Group
IFP Advisors
Advisor Group Holdings
Wells Fargo & Company
Feltz Wealth PLAN
Two Sigma Securities
Jane Street
Commonwealth Equity Services
Janney Montgomery Scott
Two Sigma Advisers
SageView Advisory Group
Creative Planning

View all funds holding Presidio Ppty Tr