Three Bridge Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History
Three Bridge Wealth Advisors, LLC
- $375 Million
- Q2 2025
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 4,088 shares of IUSG stock, worth $639,853. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,088
Previous 4,086
0.05%
Holding current value
$639,853
Previous $519,000
18.3%
% of portfolio
0.16%
Previous 0.18%
Shares
8 transactions
Others Institutions Holding IUSG
# of Institutions
859Shares Held
121MCall Options Held
300Put Options Held
100-
Bank Of America Corp Charlotte, NC43.1MShares$6.75 Billion0.45% of portfolio
-
Morgan Stanley New York, NY13.6MShares$2.13 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$2.05 Billion0.68% of portfolio
-
Jones Financial Companies Lllp6.09MShares$954 Million0.7% of portfolio
-
Envestnet Asset Management Inc2.05MShares$321 Million0.09% of portfolio