SAGESPRING WEALTH PARTNERS, LLC OEF Holdings History
SAGESPRING WEALTH PARTNERS, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, SAGESPRING WEALTH PARTNERS, LLC held 215,857.00 shares of iShares S&P 100 ETF(OEF), totaling $58.46 Mil. This investment constitutes 1.48% of their stock portfolio, and SAGESPRING WEALTH PARTNERS, LLC now holds 0.35% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2024Q4. And since then SAGESPRING WEALTH PARTNERS, LLC has made 1 purchases of OEF, at an average price of $287.11, for a total of 215,857.00 shares. Based on historical transaction data and OEF's current price of $313.02, SAGESPRING WEALTH PARTNERS, LLC's estimated gain on his OEF holdings is $5.59 Mil, reflecting a 9.02% gain to date.
SAGESPRING WEALTH PARTNERS, LLC OEF ($313.02) Holding Chart
SAGESPRING WEALTH PARTNERS, LLC OEF ($313.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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