Bridgewealth Advisory Group, LLC New Holdings in Q2 2024

Bridgewealth Advisory Group, LLC

  • $226 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Vanguard Wellington Fd
8.52K
New
N/A
8.52K $853M
Vanguard Calif Tax Free Fds
4.91K
New
N/A
4.91K $488M
Community West Bancshares Ne
12.2K
New
N/A
12.2K $226M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.47K
New
$49.57 - $49.94 $222K - $223K
4.47K $223M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
New
$142.05 - $197.88 $153K - $214K
1.08K $214M
SLV
I Shares Silver Trust

ETFs
8K
New
$22.86 - $29.27 $183K - $234K
8K $213M
KRP
Kimbell Royalty Partners, LP

Energy
10.1K
New
$15.63 - $16.92 $158K - $171K
10.1K $165M
Mind Medicine Mindmed Inc
10K
New
N/A
10K $72.1M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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