Sagespring Wealth Partners, LLC Ishares Msci Usa Quality Facto Transaction History
Sagespring Wealth Partners, LLC
- $5.11 Trillion
- Q3 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 564,406 shares of QUAL stock, worth $109 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
564,406
Previous 393,038
43.6%
Holding current value
$109 Million
Previous $71.9 Billion
12.38%
% of portfolio
1.58%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,666Shares Held
239MCall Options Held
17.9KPut Options Held
18.1K-
Envestnet Asset Management Inc26.1MShares$5.04 Billion1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$3.76 Billion1.26% of portfolio
-
Morgan Stanley New York, NY10.1MShares$1.96 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC7.47MShares$1.44 Billion0.1% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA6.76MShares$1.31 Billion0.81% of portfolio