Number of Shares
62,360.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
0.94%
Total Estimate Gain
$465,393.43
% of Total Estimate Gain
14.23%

Three Bridge Wealth Advisors, LLC's Invesco RAFI Developed Markets ex-U.S. ETF Holding Summary

As of 2025-06-30, Three Bridge Wealth Advisors, LLC held 62,360.00 shares of Invesco RAFI Developed Markets ex-U.S. ETF(PXF), totaling $3.58 Mil. This investment constitutes 0.94% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.18% of the outstanding Invesco RAFI Developed Markets ex-U.S. ETF(PXF) stock.

The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 10 purchases of PXF, at an average price of $50.34, for a total of 64,979.00 shares. In addition, there have been 2 sales at an average price of $44.60 for 2,619.00 shares. Based on historical transaction data and PXF's current price of $58.04, Three Bridge Wealth Advisors, LLC's estimated gain on his PXF holdings is $465,393.43, reflecting a 14.23% gain to date.

Three Bridge Wealth Advisors, LLC PXF ($58.04) Holding Chart

Three Bridge Wealth Advisors, LLC PXF ($58.04) 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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