Sagespring Wealth Partners, LLC Ishares Tr Core Aggressive All Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 14,058 shares of AOA stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,058
Previous 13,958
0.72%
Holding current value
$1.08 Million
Previous $1.07 Billion
0.57%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding AOA
# of Institutions
365Shares Held
10MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$168 Million1.41% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$49.1 Million0.01% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.5 Million0.11% of portfolio
-
Stifel Financial Corp St. Louis, MO306KShares$23.5 Million0.03% of portfolio
-
Assetmark, Inc273KShares$20.9 Million0.06% of portfolio