Three Bridge Wealth Advisors, LLC PRF Holdings History
Three Bridge Wealth Advisors, LLC's Invesco RAFI US 1000 ETF Holding Summary
As of 2025-06-30, Three Bridge Wealth Advisors, LLC held 120,917.00 shares of Invesco RAFI US 1000 ETF(PRF), totaling $5.11 Mil. This investment constitutes 1.35% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.07% of the outstanding Invesco RAFI US 1000 ETF(PRF) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 10 purchases of PRF, at an average price of $36.71, for a total of 124,930.00 shares. In addition, there have been 2 sales at an average price of $36.50 for 4,013.00 shares. Based on historical transaction data and PRF's current price of $43.34, Three Bridge Wealth Advisors, LLC's estimated gain on his PRF holdings is $800,462.43, reflecting a 17.45% gain to date.
Three Bridge Wealth Advisors, LLC PRF ($43.34) Holding Chart
Three Bridge Wealth Advisors, LLC PRF ($43.34) 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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