Iron Bridge Private Wealth, LLC Closed Holding Positions

Iron Bridge Private Wealth, LLC

  • $254 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on May 16, 2022
47
$77.16 - $85.43 $3.63K - $4.02K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
150
$31.2 - $50.48 $4.68K - $7.57K
UNF
Unifirst Corp

Industrials
Q1 2022 Filed on May 16, 2022
52
$169.31 - $211.47 $8.8K - $11K
UMPQ
Umpqua Holdings Corp

Financial Services
Q1 2022 Filed on May 16, 2022
413
$18.86 - $21.76 $7.79K - $8.99K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
311
$85.5 - $99.09 $26.6K - $30.8K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 16, 2022
1
$48.81 - $60.03 $48.8 - $60
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
20
$101.62 - $128.95 $2.03K - $2.58K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
181
$524.0 - $644.92 $94.8K - $117K
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
65
$764.04 - $1199.78 $49.7K - $78K
TTGT
Tech Target Inc

Communication Services
Q1 2022 Filed on May 16, 2022
87
$70.29 - $96.91 $6.12K - $8.43K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 16, 2022
898
$99.29 - $140.66 $89.2K - $126K
SNV
Synovus Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
544
$44.84 - $53.99 $24.4K - $29.4K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 16, 2022
25
$494.35 - $737.77 $12.4K - $18.4K
RGR
Sturm Ruger & CO Inc

Industrials
Q1 2022 Filed on May 16, 2022
215
$64.34 - $74.37 $13.8K - $16K
STM
St Microelectronics N.V.

Technology
Q1 2022 Filed on May 16, 2022
1,113
$35.66 - $50.2 $39.7K - $55.9K
SCL
Stepan CO

Basic Materials
Q1 2022 Filed on May 16, 2022
46
$95.87 - $125.22 $4.41K - $5.76K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 16, 2022
350
$51.35 - $60.41 $18K - $21.1K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2022 Filed on May 16, 2022
108
$455.89 - $520.82 $49.2K - $56.2K
Us Ecology Inc
Q1 2022 Filed on May 16, 2022
121
N/A
COF
Capital One Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
28
$124.8 - $161.37 $3.49K - $4.52K
CMS
Cms Energy Corp

Utilities
Q1 2022 Filed on May 16, 2022
78
$61.85 - $69.99 $4.82K - $5.46K
ACLS
Axcelis Technologies Inc

Technology
Q1 2022 Filed on May 16, 2022
100
$57.3 - $82.53 $5.73K - $8.25K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
12
$28.87 - $35.77 $346 - $429
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
1,100
$17.29 - $20.63 $19K - $22.7K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on May 16, 2022
100
$94.64 - $184.26 $9.46K - $18.4K
Xilinx Inc
Q1 2022 Filed on May 16, 2022
138
N/A
WWW
Wolverine World Wide Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
403
$21.14 - $29.23 $8.52K - $11.8K
WABC
Westamerica Bancorporation

Financial Services
Q1 2022 Filed on May 16, 2022
107
$57.54 - $62.76 $6.16K - $6.72K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 16, 2022
618
$45.81 - $59.06 $28.3K - $36.5K
VTRS
Viatris Inc

Healthcare
Q1 2022 Filed on May 16, 2022
99
$9.81 - $15.4 $971 - $1.52K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
566
$177.34 - $221.73 $100K - $125K
VEON
Veon Ltd.

Communication Services
Q1 2022 Filed on May 16, 2022
3,000
$0.26 - $1.72 $780 - $5.16K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 16, 2022
24,556
$271.48 - $348.23 $6.67M - $8.55M
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2022 Filed on May 16, 2022
739
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on May 16, 2022
100
$51.44 - $54.88 $5.14K - $5.49K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2022 Filed on May 16, 2022
400
$382.7 - $439.25 $153K - $176K
SSB
South State Corp

Financial Services
Q1 2022 Filed on May 16, 2022
126
$81.51 - $93.14 $10.3K - $11.7K
SBLK
Star Bulk Carriers Corp.

Industrials
Q1 2022 Filed on May 16, 2022
1,500
$19.87 - $31.76 $29.8K - $47.6K
MIND
Mind Technology, Inc

Technology
Q1 2022 Filed on May 16, 2022
2,000
$14.84 - $19.5 $29.7K - $39K
MU
Micron Technology Inc

Technology
Q1 2022 Filed on May 16, 2022
1,000
$69.4 - $97.36 $69.4K - $97.4K
Microbot Med Inc
Q1 2022 Filed on May 16, 2022
25
N/A
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
740
$21.55 - $45.47 $15.9K - $33.6K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
10
$11.28 - $19.37 $113 - $194
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 16, 2022
122,793
$44.22 - $52.9 $5.43M - $6.5M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
Q1 2022 Filed on May 16, 2022
862
$75.69 - $82.57 $65.2K - $71.2K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
45,075
$38.61 - $51.98 $1.74M - $2.34M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on May 16, 2022
40,074
N/A
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
100
$303.87 - $423.8 $30.4K - $42.4K
HUN
Huntsman Corp

Basic Materials
Q1 2022 Filed on May 16, 2022
500
$35.12 - $41.2 $17.6K - $20.6K
Track This Portfolio

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, 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 Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email