Three Bridge Wealth Advisors, LLC's ownership history for XLY

Three Bridge Wealth Advisors, LLC currently holds 2.0K shares with a market value of $237.5K. It started holding XLY on 2024-09-30. At its peak, it held 2.0K shares on 2025-12-31. Its highest holding value was $244.4K on 2025-09-30. At its lowest, it held 1.0K shares on 2025-03-31, with a value of $201.4K on 2025-03-31. In the recent 180 days, Three Bridge Wealth Advisors, LLC has increased its shares by 969. In the recent year, Three Bridge Wealth Advisors, LLC has increased its shares by 962.