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Diageo shares owned by Three Bridge Wealth Advisors

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Three Bridge Wealth Advisors from 13F filings

Historical chart of Three Bridge Wealth Advisors investment in Diageo

Tip: Access up to 7 years of quarterly data

All positions including Diageo held by Three Bridge Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Three Bridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $576k 4.0k 145.66

More positions owned by Three Bridge Wealth Advisors

Affirm Hldgs Com Cl A (AFRM)
Ishares Tr Msci Acwi Etf (ACWI)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Gitlab Class A Com (GTLB)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Emg Mkt Etf (EEM)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Three Bridge Wealth Advisors

Top funds holding Diageo

Bank of America Corporation
ClearBridge Advisors
Charles Schwab Investment Management
Wells Fargo & Company
UBS Group
Markel Corporation
Royal Bank of Canada
Brown Brothers Harriman & Co.
Massachusetts Financial Services
Natixis Asset Management Advisors
Dimensional Fund Advisors
Fayez Sarofim & Co
Goldman Sachs Group
Jarislowsky, Fraser
Wellington Management Company

View all funds holding Diageo