Three Bridge Wealth Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Invesco Iftse Rafi Dev Mkts Ex stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 23,721 shares of PXF stock, worth $1.23 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

23,721

Previous 23,879 0.66%

Holding current value

$1.23 Million

Previous $1.19 Million 2.62%

% of portfolio

0.46%

Previous 0.47%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$47.68 - $51.13 $7,533 - $8,078	-158 Reduced 0.66%	23,721 $1.15 Million
Q1 2024 May 14, 2024	SELL	$45.74 - $49.71 $38,284 - $41,607	-837 Reduced 3.39%	23,879 $1.19 Million
Q4 2023 Feb 08, 2024	BUY	$41.6 - $47.48 $1,372 - $1,566	33 Added 0.13%	24,716 $1.17 Million
Q3 2023 Nov 13, 2023	BUY	$43.37 - $46.68 $78,022 - $83,977	1,799 Added 7.86%	24,683 $1.07 Million
Q2 2023 Jul 28, 2023	BUY	$43.24 - $46.12 $88,166 - $94,038	2,039 Added 9.78%	22,884 $1.03 Million
Q1 2023 May 11, 2023	BUY	$41.83 - $45.62 $67,011 - $73,083	1,602 Added 8.33%	20,845 $918,000
Q4 2022 Feb 14, 2023	BUY	$35.1 - $42.48 $16,988 - $20,560	484 Added 2.58%	19,243 $799,000
Q3 2022 Nov 10, 2022	BUY	$35.01 - $41.89 $22,371 - $26,767	639 Added 3.73%	17,774 $624,000
Q2 2022 Nov 10, 2022	BUY	$39.56 - $46.56 $677,860 - $797,805	17,135 New	17,135 $682,000
Q1 2022 Feb 14, 2023	BUY	$42.52 - $49.42 $41,882 - $48,678	985 Added 5.54%	18,759 $865,000

Others Institutions Holding PXF

# of Institutions

193

Shares Held

27.3M

Call Options Held

Put Options Held

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About INVESCO IFTSE RAFI DEV MKTS EX

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Three Bridge Wealth Advisors, LLC Invesco Iftse Rafi Dev Mkts Ex Transaction History