Sagespring Wealth Partners, LLC Invesco Exc Self Ind Tr Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
Shares
1 transactions
Others Institutions Holding BSCU
# of Institutions
214Shares Held
78.9MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.45MShares$125 Million1.38% of portfolio
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Morgan Stanley New York, NY5.32MShares$89.1 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.49MShares$75.2 Million0.03% of portfolio
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Lido Advisors, LLC Los Angeles, CA4.16MShares$69.7 Million0.29% of portfolio
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Tru Wealth Advisors, LLC3.4MShares$56.9 Million3.61% of portfolio