Pcg Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History

Pcg Wealth Advisors, LLC

  • $310 Million
  • Q3 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 4,198 shares of FMB stock, worth $214,727. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,198
Previous 8,995 53.33%
Holding current value
$214,727
Previous $448,000 52.68%
% of portfolio
0.07%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$49.32 - $50.93 $236,588 - $244,311
-4,797 Reduced 53.33%
4,198 $212,000
Q2 2025

Aug 07, 2025
SELL
$49.12 - $50.93 $503,676 - $522,236
-10,254 Reduced 53.27%
8,995 $448,000
Q1 2025

May 05, 2025
SELL
$50.17 - $51.45 $316,271 - $324,340
-6,304 Reduced 24.67%
19,249 $970,000
Q4 2024

Jan 21, 2025
SELL
$50.62 - $52.07 $288,635 - $296,903
-5,702 Reduced 18.24%
25,553 $1.3 Million
Q3 2024

Oct 15, 2024
SELL
$51.0 - $52.05 $428,043 - $436,855
-8,393 Reduced 21.17%
31,255 $1.62 Million
Q2 2024

Jul 15, 2024
SELL
$50.47 - $51.43 $397,754 - $405,319
-7,881 Reduced 16.58%
39,648 $2.02 Million
Q1 2024

Apr 19, 2024
BUY
$51.0 - $51.74 $21,777 - $22,092
427 Added 0.91%
47,529 $2.44 Million
Q4 2023

Jan 29, 2024
BUY
$48.08 - $51.69 $2.26 Million - $2.43 Million
47,102 New
47,102 $2.43 Million
Q3 2022

Oct 12, 2022
BUY
$48.72 - $51.97 $280,140 - $298,827
5,750 Added 85.19%
12,500 $610,000
Q2 2022

Jul 13, 2022
SELL
$50.1 - $53.11 $351,702 - $372,832
-7,020 Reduced 50.98%
6,750 $342,000
Q1 2022

Apr 22, 2022
SELL
$52.95 - $56.95 $12,972 - $13,952
-245 Reduced 1.75%
13,770 $731,000
Q4 2021

Feb 10, 2022
BUY
$56.42 - $57.05 $790,726 - $799,555
14,015 New
14,015 $798,000

Others Institutions Holding FMB

# of Institutions
317
Shares Held
31.1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE-TRADED FD II

FMB Quotes by TradingView
  • Ticker FMB
  • Sector ETFs
  • Industry ETFs
More about FMB
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