SageView Advisory Group, LLC
Holdings in MSIF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $516,231 | 39,287 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $445,527 | 33,932 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $447,536 | 27,239 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $448,626 | 27,239 | Shares | Sole | 2025-05-19 |