Three Bridge Wealth Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Three Bridge Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$106.24 - $110.25 $34,315 - $35,610	-323 Reduced 13.54%	2,063 $227,000
Q4 2022 Feb 14, 2023	BUY	$104.91 - $110.18 $13,428 - $14,103	128 Added 5.67%	2,386 $253,000
Q3 2022 Nov 10, 2022	BUY	$104.9 - $118.23 $11,748 - $13,241	112 Added 4.96%	2,370 $249,000
Q2 2022 Nov 10, 2022	BUY	$113.44 - $123.09 $256,147 - $277,937	2,258 New	2,258 $257,000
Q1 2022 Feb 14, 2023	SELL	$122.95 - $129.16 $13,770 - $14,465	-112 Reduced 4.73%	2,258 $281,000

1,132

114M

312K

185K

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

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