Bridge Generations Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bridge Generations Wealth Management LLC

  • $165 Billion
  • Q2 2025
Number of Shares
373,911
Previous 383,891 2.6%
Holding current value
$10 Billion
Previous $10.1 Billion 0.49%
% of portfolio
6.08%
Previous 6.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-9,980 Reduced 2.6%
373,911 $10 Billion
Q1 2025

May 01, 2025
SELL
N/A
-8,368 Reduced 2.13%
383,891 $10.1 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
392,259 New
392,259 $10 Billion
Track This Portfolio

Track Bridge Generations Wealth Management LLC Portfolio

Follow Bridge Generations Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bridge Generations Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email