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Coastal Bridge Advisors’s Broadridge BR Stock Holding History

Coastal Bridge Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$969K Buy
3,986
+57
+1% +$13.9K 0.08% 213
2025
Q1 		$953K Buy
+3,929
New +$953K 0.24% 105