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Name: |
Three Bridge Wealth Advisors LLC |
City: |
PORTOLA VALLEY |
State: |
CA |
Zip: |
94028 |
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data |
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Holdings
Found :
6 |
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Closed Positions |
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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 |
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ABNB |
Airbnb, Inc. |
97 |
Closed |
$157.90 |
$0 |
0 |
0% |
-221,000 |
-1,610 |
0 |
N/A |
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DOCU |
Docusign Inc |
96 |
Closed |
$57.51 |
$0 |
0 |
0% |
-1,234,000 |
-29,382 |
0 |
N/A |
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SHY |
Ishares Barclays 1-3 Treasu... |
95 |
Closed |
$81.28 |
$0 |
0 |
0% |
-247,000 |
-3,045 |
0 |
Closed - End Fund - E... |
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DHR |
Danaher Corp |
94 |
Closed |
$249.55 |
$0 |
0 |
0% |
-217,000 |
-874 |
0 |
General Building Mate... |
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AGG |
iShares Barclays Agency Bond |
99 |
Closed |
$96.26 |
$0 |
0 |
0% |
-224,000 |
-2,387 |
0 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
98 |
Closed |
$107.02 |
$0 |
0 |
0% |
-228,000 |
-2,225 |
0 |
Closed - End Fund - E... |
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