Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| THREE BRIDGE WEALTH ADVISORS LLC | 02-08-2024 | 12-31-2023 | 93 | 289,134,143 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | 1 | $53,886,285 | 1,096,587 | 0.02 | 0.02 | -895,000 | -44.94 | 12-31-2023 |
| ISHARES TR | MSCI ACWI ETF | 2 | $42,039,622 | 413,085 | 0.01 | 0.02 | -4,026 | -0.97 | 12-31-2023 |
| COINBASE GLOBAL INC | COM CL A | 3 | $26,098,957 | 150,063 | 0.01 | 0.00 | 188 | 0.13 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $16,379,447 | 34,323 | 0.01 | 0.01 | 2,231 | 6.95 | 12-31-2023 |
