Number of Shares
42,202
Previous 30,626 37.8%
Holding current value
$4.27 Billion
Previous $3.08 Billion 38.5%
% of portfolio
2.09%
Previous 2.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
N/A
11,576 Added 37.8%
42,202 $4.27 Billion
Q4 2023

Feb 05, 2024

BUY
N/A
5,518 Added 21.98%
30,626 $3.08 Billion
Q3 2023

Nov 09, 2023

BUY
N/A
25,108 New
25,108 $2.53 Billion
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.