Three Bridge Wealth Advisors, LLC Purchases in Q2 2024

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.79K
+ 35.27%
$455.1 - $504.28 $3.09M - $3.43M
26.1K $13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.37K
+ 18.39%
$414.65 - $485.21 $984K - $1.15M
15.3K $7.32M
RBLX
Roblox Corp

Communication Services
40K
+ 46.36%
$30.42 - $40.54 $1.22M - $1.62M
126K $4.7M
IWM
Ishares Russell 2000 ETF

ETFs
5.35K
+ 140.95%
$192.84 - $209.44 $1.03M - $1.12M
9.14K $1.85M
IWR
Ishares Russell Mid Cap ETF

ETFs
13.9K
+ 18.03%
$78.66 - $83.59 $1.09M - $1.16M
90.7K $7.36M
IAU
Ishares Gold Trust

ETFs
11.5K
+ 6.29%
$42.46 - $45.89 $488K - $528K
194K $8.54M
NVDA
Nvidia Corp

Technology
19.5K
+ 900.0%
$118.11 - $1224.4 $2.3M - $23.8M
21.6K $2.67M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.98K
+ 37.97%
$76.09 - $82.16 $683K - $738K
32.6K $2.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
13
+ 0.08%
$316.15 - $367.33 $4.11K - $4.78K
17.1K $6.24M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
9.34K
New
$26.31 - $27.9 $246K - $260K
9.34K $254K
XLC
Select Sector Spdr Tr Communic

ETFs
2.34K
New
$77.86 - $86.45 $182K - $202K
2.34K $200K
JNJ
Johnson & Johnson

Healthcare
1.78K
+ 31.98%
$144.38 - $157.78 $256K - $280K
7.33K $1.07M
ACN
Accenture PLC

Technology
536
+ 27.63%
$281.76 - $339.17 $151K - $182K
2.48K $751K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.02%
$109.98 - $128.59 $110 - $129
4.08K $520K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23
+ 0.83%
$75.81 - $76.76 $1.74K - $1.77K
2.81K $215K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
127
+ 1.18%
$22.12 - $22.75 $2.81K - $2.89K
10.9K $246K
Graniteshares ETF Tr
3.74K
New
N/A
3.74K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
16
+ 0.27%
$77.99 - $80.49 $1.25K - $1.29K
5.96K $476K
IWN
Ishares Russell2000 Val ETF

ETFs
30
+ 1.68%
$146.03 - $158.93 $4.38K - $4.77K
1.82K $277K
NKE
Nike, Inc.

Consumer Cyclical
79
+ 0.72%
$75.37 - $97.18 $5.95K - $7.68K
11K $829K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
383
+ 0.19%
$36.18 - $39.61 $13.9K - $15.2K
197K $7.52M
COIN
Coinbase Global, Inc.

Technology
52
+ 0.04%
$199.17 - $263.01 $10.4K - $13.7K
124K $27.6M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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