Number of Shares
246,465.00
Current Holdings Value*
$10.02 Mil
% of Portfolio
2.64%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
15.20%

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 $42.74, Three Bridge Wealth Advisors, LLC's estimated gain on his PRFZ holdings is $1.60 Mil, reflecting a 15.20% gain to date.

Three Bridge Wealth Advisors, LLC PRFZ ($42.74) Holding Chart

Three Bridge Wealth Advisors, LLC PRFZ ($42.74) 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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