SWP
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Sagespring Wealth Partners’s Cboe Global Markets CBOE Stock Holding History

Sagespring Wealth Partners’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Buy
1,018
+39
+4% +$9.1K 0.01% 647
2025
Q1 		$221K Sell
979
-65
-6% -$14.7K 0.01% 612
2024
Q4 		$204K Buy
+1,044
New +$204K 0.01% 587