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  Name: IronBridge Private Wealth LLC
  City: AUSTIN
  State: TX
  Zip: 78746
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $240,950,000
  Total Value Change : $35,891,000
  Securities Held Change : 0
   
All Securities Held : 43
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 21
  Unchanged Positions : 6
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EZPW)1 Year Chart         EZPW Ezcorp Inc 31 - $10.48 $2,604,000 229,819 1.08% 595,000 0 0.358    Specialty Retail, Other
   (ACN)1 Year Chart         ACN Accenture Plc 36 - $288.40 $428,000 1,235 0.18% -5,000 0 0    Management Services
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 37 - $244.76 $392,000 1,635 0.16% 35,000 0 0.001    Closed - End Fund - E...
   (DUK)1 Year Chart         DUK Duke Energy Corp 38 - $102.62 $353,000 3,650 0.15% -1,000 0 0    Electric Utilities
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 40 - $39.36 $232,000 5,935 0.1% 13,000 0 0.001    Closed - End Fund - Debt
   (KOS)1 Year Chart         KOS Kosmos Energy Ltd. 43 - $0.00 $60,000 10,000 0.02% -7,000 0 0.002    Independent Oil & Gas

      6 Records Found
  1    
Page 1 of 1
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