Three Bridge Wealth Advisors, LLC Purchases and Sells in Q3 2024

Three Bridge Wealth Advisors, LLC

42 operations

Stock	Shares change	Price Range	Shares Held
VOO	7.74K + 29.71%	$475.2 - $527.7 $3.68M - $4.08M	33.8K $17.8M
ACWI	2.86K + 0.76%	$107.24 - $119.84 $307K - $343K	382K $45.6M
IWR	18.4K + 20.25%	$79.92 - $88.19 $1.47M - $1.62M	109K $9.62M
QQQ	3.15K + 20.61%	$434.77 - $502.96 $1.37M - $1.58M	18.4K $8.99M
IWM	5.33K + 58.28%	$200.87 - $224.6 $1.07M - $1.2M	14.5K $3.19M
SPY	503 + 1.46%	$517.38 - $573.86 $260K - $289K	35.1K $20.1M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGK	3.83K New	$65.06 - $71.72 $249K - $274K	3.83K $272K
XLY	1.03K New	$170.05 - $200.86 $175K - $206K	1.03K $205K

17 operations

Stock	Shares change	Price Range	Shares Held
JMST	-30.1K - 30.37%	$50.61 - $50.96 $1.52M - $1.53M	69K $3.52M
MINT	-6.47K - 30.39%	$100.09 - $100.69 $647K - $651K	14.8K $1.49M
NVO	-286 - 2.25%	$119.07 - $145.42 $34.1K - $41.6K	12.4K $1.48M
GOOGL	-28 - 0.19%	$148.65 - $191.18 $4.16K - $5.35K	15.1K $2.5M
WMT	-4.37K - 30.74%	$66.91 - $81.4 $292K - $356K	9.84K $794K
PG	-884 - 28.56%	$160.76 - $177.82 $142K - $157K	2.21K $382K

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.