SAGE FINANCIAL GROUP INC's ownership history for ITOT

SAGE FINANCIAL GROUP INC currently holds 18.1K shares with a market value of $2.7M. It started holding ITOT on 2024-09-30. At its peak, it held 18.9K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 18.1K shares on 2025-12-31, with a value of $2.3M on 2025-03-31. In the recent 180 days, SAGE FINANCIAL GROUP INC has decreased its shares by 409. In the recent year, SAGE FINANCIAL GROUP INC has decreased its shares by 803.