Sagespring Wealth Partners, LLC Ishares Msci Usa Size Factor E Transaction History
Sagespring Wealth Partners, LLC
- $3.96 Trillion
- Q1 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 5,834 shares of SIZE stock, worth $873,291. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,834
Previous 5,834
-0.0%
Holding current value
$873,291
Previous $866 Million
2.06%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SIZE
# of Institutions
73Shares Held
1.82MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$71 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$64.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$27 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH159KShares$23.8 Million25.74% of portfolio
-
Trinity Wealth Management, LLC112KShares$16.8 Million7.44% of portfolio