Sagespring Wealth Partners, LLC CAPITAL GROUP CORE BALANCED Transaction History

Sagespring Wealth Partners, LLC

  • $3.96 Trillion
  • Q1 2025
Number of Shares
93,749
Previous 34,117 174.79%
Holding current value
$2.9 Billion
Previous $1.07 Billion 172.24%
% of portfolio
0.07%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
59,632 Added 174.79%
93,749 $2.9 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
34,117 New
34,117 $1.07 Billion
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