Sagespring Wealth Partners, LLC HEALTHCARE RLTY TR Transaction History

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025
Number of Shares
10,325
Previous 14,407 28.33%
Holding current value
$164 Million
Previous $243 Million 32.74%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 28, 2025
SELL
N/A
-4,082 Reduced 28.33%
10,325 $164 Million
Q1 2025

Apr 17, 2025
BUY
N/A
884 Added 6.54%
14,407 $243 Million
Q4 2024

Feb 13, 2025
BUY
N/A
13,523 New
13,523 $229 Million
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