Sagespring Wealth Partners, LLC CAPITAL GROUP CORE BALANCED Transaction History

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Number of Shares
119,313
Previous 93,749 27.27%
Holding current value
$3.99 Billion
Previous $2.9 Billion 37.37%
% of portfolio
0.09%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
25,564 Added 27.27%
119,313 $3.99 Billion
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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