Number of Shares
20,640
Previous 14,210 45.25%
Holding current value
$495 Million
Previous $303 Million 63.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 17, 2025

BUY
N/A
6,430 Added 45.25%
20,640 $495 Million
Q4 2024

Feb 13, 2025

BUY
N/A
14,210 New
14,210 $303 Million
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.