Three Bridge Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Three Bridge Wealth Advisors, LLC

$375 Million
Q2 2025

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 120,917 shares of PRF stock, worth $5.24 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

120,917

Previous 65,691 84.07%

Holding current value

$5.24 Million

Previous $2.65 Million 92.58%

% of portfolio

1.36%

Previous 0.93%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$35.77 - $42.27 $1.98 Million - $2.33 Million	55,226 Added 84.07%	120,917 $5.11 Million
Q1 2025 May 06, 2025	BUY	$39.4 - $42.61 $2,009 - $2,173	51 Added 0.08%	65,691 $2.65 Million
Q4 2024 Jan 29, 2025	BUY	$40.15 - $42.9 $76,365 - $81,595	1,902 Added 2.98%	65,640 $2.65 Million
Q3 2024 Nov 13, 2024	BUY	$37.33 - $40.63 $208,040 - $226,430	5,573 Added 9.58%	63,738 $2.59 Million
Q2 2024 Aug 14, 2024	SELL	$36.45 - $38.58 $18,553 - $19,637	-509 Reduced 0.87%	58,165 $2.21 Million
Q1 2024 May 14, 2024	SELL	$34.62 - $38.47 $121,308 - $134,798	-3,504 Reduced 5.64%	58,674 $2.26 Million
Q4 2023 Feb 08, 2024	BUY	$30.37 - $35.31 $47,194 - $54,871	1,554 Added 2.56%	62,178 $2.19 Million
Q3 2023 Nov 13, 2023	BUY	$31.76 - $166.28 $1.55 Million - $8.11 Million	48,758 Added 410.91%	60,624 $1.93 Million
Q2 2023 Jul 28, 2023	BUY	$153.31 - $163.65 $144,571 - $154,321	943 Added 8.63%	11,866 $1.94 Million
Q1 2023 May 11, 2023	BUY	$149.47 - $165.35 $33,331 - $36,873	223 Added 2.08%	10,923 $1.71 Million
Q4 2022 Feb 14, 2023	BUY	$28.1 - $163.61 $13,488 - $78,532	480 Added 4.7%	10,700 $1.66 Million
Q3 2022 Nov 10, 2022	BUY	$27.75 - $164.89 $7,631 - $45,344	275 Added 2.65%	10,636 $1.48 Million
Q2 2022 Nov 10, 2022	BUY	$145.08 - $172.75 $1.5 Million - $1.79 Million	10,361 New	10,361 $1.54 Million
Q1 2022 Feb 14, 2023	SELL	$162.0 - $175.48 $67,392 - $72,999	-416 Reduced 3.91%	10,220 $1.75 Million

Others Institutions Holding PRF

# of Institutions

586

Shares Held

139M

Call Options Held

2.4K

Put Options Held

300

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PRF
Sector ETFs
Industry ETFs

More about PRF

Track This Portfolio

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.

Account

Three Bridge Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History