Three Bridge Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 90,736 shares of IWR stock, worth $7.86 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
90,736
Previous 76,876
18.03%
Holding current value
$7.86 Million
Previous $6.46 Million
13.8%
% of portfolio
2.94%
Previous 2.59%
Shares
10 transactions
Others Institutions Holding IWR
# of Institutions
1,336Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.07 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.57 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.89 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.84 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.19 Billion0.74% of portfolio