Three Bridge Wealth Advisors, LLC ACWI Holdings History
Three Bridge Wealth Advisors, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 391,881.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $45.61 Mil. This investment constitutes 15.87% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.23% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 7 purchases of ACWI, at an average price of $97.03, for a total of 476,291.00 shares. In addition, there have been 4 sales at an average price of $95.80 for 84,410.00 shares. Based on historical transaction data and ACWI's current price of $129.76, Three Bridge Wealth Advisors, LLC's estimated gain on his ACWI holdings is $12.72 Mil, reflecting a 27.53% gain to date.
Three Bridge Wealth Advisors, LLC ACWI ($129.76) Holding Chart
Three Bridge Wealth Advisors, LLC ACWI ($129.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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