Pcg Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 66,108 shares of EMLP stock, worth $2.39 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

66,108

Previous 52,319 26.36%

Holding current value

$2.39 Million

Previous $1.87 Million 32.87%

% of portfolio

0.91%

Previous 0.72%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$35.79 - $38.28 $493,508 - $527,842	13,789 Added 26.36%	66,108 $2.48 Million
Q4 2024 Jan 21, 2025	SELL	$33.69 - $38.24 $34,768 - $39,463	-1,032 Reduced 1.93%	52,319 $1.87 Million
Q3 2024 Oct 15, 2024	SELL	$30.38 - $34.0 $37,154 - $41,582	-1,223 Reduced 2.24%	53,351 $1.79 Million
Q2 2024 Jul 15, 2024	SELL	$28.25 - $31.1 $47,403 - $52,185	-1,678 Reduced 2.98%	54,574 $1.66 Million
Q1 2024 Apr 19, 2024	SELL	$26.83 - $29.53 $92,858 - $102,203	-3,461 Reduced 5.8%	56,252 $1.66 Million
Q4 2023 Jan 29, 2024	SELL	$25.39 - $27.98 $23,790 - $26,217	-937 Reduced 1.54%	59,713 $1.65 Million
Q3 2023 Oct 19, 2023	SELL	$26.42 - $28.14 $572,494 - $609,765	-21,669 Reduced 26.32%	60,650 $1.6 Million
Q2 2023 Jul 20, 2023	BUY	$26.24 - $27.37 $20,152 - $21,020	768 Added 0.94%	82,319 $2.22 Million
Q1 2023 May 08, 2023	BUY	$25.42 - $27.64 $79,895 - $86,872	3,143 Added 4.01%	81,551 $2.17 Million
Q4 2022 Feb 13, 2023	SELL	$24.59 - $27.92 $1.94 Million - $2.21 Million	-79,024 Reduced 50.2%	78,408 $2.09 Million
Q3 2022 Oct 12, 2022	BUY	$24.88 - $29.0 $1.8 Million - $2.1 Million	72,389 Added 85.12%	157,432 $3.89 Million
Q2 2022 Jul 13, 2022	SELL	$24.71 - $28.93 $64,666 - $75,709	-2,617 Reduced 2.99%	85,043 $2.19 Million
Q1 2022 Apr 22, 2022	BUY	$24.68 - $27.82 $129,594 - $146,082	5,251 Added 6.37%	87,660 $2.43 Million
Q4 2021 Feb 10, 2022	BUY	$23.74 - $25.45 $1.96 Million - $2.1 Million	82,409 New	82,409 $2.03 Million

Others Institutions Holding EMLP

# of Institutions

386

Shares Held

73M

Call Options Held

1.6K

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

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Pcg Wealth Advisors, LLC First Tr Exchange Traded Iv Transaction History