Three Bridge Wealth Advisors, LLC PRFZ Holdings History
Three Bridge Wealth Advisors, LLC's Invesco RAFI US 1500 Small-Mid ETF Holding Summary
As of 2025-06-30, Three Bridge Wealth Advisors, LLC held 246,465.00 shares of Invesco RAFI US 1500 Small-Mid ETF(PRFZ), totaling $10.02 Mil. This investment constitutes 2.64% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.43% of the outstanding Invesco RAFI US 1500 Small-Mid ETF(PRFZ) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 7 purchases of PRFZ, at an average price of $36.00, for a total of 291,627.00 shares. In addition, there have been 5 sales at an average price of $34.56 for 45,162.00 shares. Based on historical transaction data and PRFZ's current price of $42.25, Three Bridge Wealth Advisors, LLC's estimated gain on his PRFZ holdings is $1.47 Mil, reflecting a 14.05% gain to date.
Three Bridge Wealth Advisors, LLC PRFZ ($42.25) Holding Chart
Three Bridge Wealth Advisors, LLC PRFZ ($42.25) 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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