Three Bridge Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 43,895 shares of EFA stock, worth $3.4 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

43,895

Previous 32,620 34.56%

Holding current value

$3.4 Million

Previous $2.56 Million 43.64%

% of portfolio

1.37%

Previous 1.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$75.32 - $84.37 $849,232 - $951,271	11,275 Added 34.56%	43,895 $3.67 Million
Q2 2024 Aug 14, 2024	BUY	$76.09 - $82.16 $683,059 - $737,550	8,977 Added 37.97%	32,620 $2.56 Million
Q1 2024 May 14, 2024	BUY	$73.11 - $80.04 $618,145 - $676,738	8,455 Added 55.67%	23,643 $1.89 Million
Q4 2023 Feb 08, 2024	SELL	$65.84 - $75.47 $109,294 - $125,280	-1,660 Reduced 9.85%	15,188 $1.14 Million
Q3 2023 Nov 13, 2023	SELL	$68.56 - $74.46 $140,685 - $152,791	-2,052 Reduced 10.86%	16,848 $1.16 Million
Q4 2022 Feb 14, 2023	SELL	$55.71 - $67.79 $173,815 - $211,504	-3,120 Reduced 14.17%	18,900 $1.24 Million
Q3 2022 Nov 10, 2022	SELL	$55.54 - $66.76 $77,756 - $93,464	-1,400 Reduced 6.94%	18,765 $1.05 Million
Q2 2022 Nov 10, 2022	BUY	$61.48 - $74.59 $1.24 Million - $1.5 Million	20,165 New	20,165 $1.26 Million
Q1 2022 Feb 14, 2023	BUY	$66.84 - $79.66 $217,564 - $259,293	3,255 Added 17.35%	22,020 $1.62 Million

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

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

News

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

Account

Three Bridge Wealth Advisors, LLC Ishares Tr Msci Eafe ETF Transaction History