Pcg Wealth Advisors, LLC First Tr Exche Trd Fd Vi Dorse Transaction History

Pcg Wealth Advisors, LLC

  • $271 Million
  • Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 15,065 shares of FVC stock, worth $532,698. This represents 0.19% of its overall portfolio holdings.

Number of Shares
15,065
Previous 15,065 -0.0%
Holding current value
$532,698
Previous $550,000 3.82%
% of portfolio
0.19%
Previous 0.21%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$35.31 - $38.83 $2,401 - $2,640
-68 Reduced 0.45%
15,065 $550,000
Q3 2024

Oct 15, 2024
SELL
$31.4 - $36.67 $2,731 - $3,190
-87 Reduced 0.57%
15,133 $542,000
Q2 2024

Jul 15, 2024
SELL
$32.08 - $35.42 $6,255 - $6,906
-195 Reduced 1.27%
15,220 $536,000
Q4 2023

Jan 29, 2024
SELL
$29.79 - $33.0 $14,597 - $16,170
-490 Reduced 3.08%
15,415 $505,000
Q3 2023

Oct 19, 2023
SELL
$30.61 - $34.65 $642 - $727
-21 Reduced 0.13%
15,905 $498,000
Q2 2023

Jul 20, 2023
BUY
$32.08 - $33.61 $673 - $705
21 Added 0.13%
15,926 $535,000
Q1 2023

May 08, 2023
SELL
$31.56 - $36.06 $1,262 - $1,442
-40 Reduced 0.25%
15,905 $524,000
Q4 2022

Feb 13, 2023
SELL
$34.28 - $35.8 $568,876 - $594,101
-16,595 Reduced 51.0%
15,945 $558,000
Q3 2022

Oct 12, 2022
BUY
$32.84 - $36.73 $530,694 - $593,556
16,160 Added 98.66%
32,540 $1.09 Million
Q2 2022

Jul 13, 2022
SELL
$33.61 - $37.67 $10,587 - $11,866
-315 Reduced 1.89%
16,380 $556,000
Q1 2022

Apr 22, 2022
BUY
$34.48 - $38.51 $1,551 - $1,732
45 Added 0.27%
16,695 $612,000
Q4 2021

Feb 10, 2022
BUY
$34.99 - $39.57 $582,583 - $658,840
16,650 New
16,650 $630,000

Others Institutions Holding FVC

# of Institutions
59
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHE-TRD FD VI DORSE

FVC Quotes by TradingView
  • Ticker FVC
  • Sector ETFs
  • Industry ETFs
More about FVC
Track This Portfolio

Track Pcg Wealth Advisors, LLC Portfolio

Follow Pcg Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email