A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Fd Tr Ii Emerging Mkts stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 12,996 shares of PCY stock, worth $264,728. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,996
Previous 12,378 4.99%
Holding current value
$264,728
Previous $255,000 3.92%
% of portfolio
0.11%
Previous 0.09%

Shares

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

May 14, 2024

BUY
$19.66 - $20.53 $12,149 - $12,687
618 Added 4.99%
12,996 $265,000
Q4 2023

Feb 08, 2024

BUY
$17.41 - $20.79 $3,377 - $4,033
194 Added 1.59%
12,378 $255,000
Q3 2023

Nov 13, 2023

BUY
$18.07 - $19.91 $5,402 - $5,953
299 Added 2.52%
12,184 $222,000
Q2 2023

Jul 28, 2023

BUY
$18.57 - $19.49 $10,064 - $10,563
542 Added 4.78%
11,885 $231,000
Q1 2023

May 11, 2023

SELL
$18.65 - $20.2 $37,971 - $41,127
-2,036 Reduced 15.22%
11,343 $217,000
Q4 2022

Feb 14, 2023

BUY
$17.28 - $19.62 $42,128 - $47,833
2,438 Added 22.28%
13,379 $249,000
Q3 2022

Nov 10, 2022

BUY
$17.53 - $20.26 $191,795 - $221,664
10,941 New
10,941 $185,000

Others Institutions Holding PCY

About INVESCO FD TR II EMERGING MKTS


  • Ticker PCY
  • Sector ETFs
  • Industry ETFs
More about PCY
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, 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 Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.