Bridgewealth Advisory Group, LLC
Holdings in CWBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $580,500 | 25,800 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $537,672 | 25,800 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $503,358 | 25,800 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $226,195 | 12,240 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $237,088 | 12,240 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $235,742 | 12,240 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $226,440 | 12,240 | Shares | Sole | 2024-08-13 |