Pcg Wealth Advisors, LLC First Tr Nasdaq Clean Edge Gre Transaction History

Pcg Wealth Advisors, LLC

$194 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$43.56 - $52.25 $26,136 - $31,350	-600 Reduced 11.17%	4,773 $244,000
Q1 2023 May 08, 2023	SELL	$45.55 - $58.44 $20,087 - $25,772	-441 Reduced 7.59%	5,373 $280,000
Q4 2022 Feb 13, 2023	SELL	$45.71 - $60.75 $366,868 - $487,579	-8,026 Reduced 57.99%	5,814 $274,000
Q3 2022 Oct 12, 2022	BUY	$51.58 - $68.45 $233,708 - $310,146	4,531 Added 48.67%	13,840 $793,000
Q2 2022 Jul 13, 2022	SELL	$46.08 - $67.28 $60,318 - $88,069	-1,309 Reduced 12.33%	9,309 $486,000
Q1 2022 Apr 22, 2022	SELL	$51.8 - $70.08 $59,155 - $80,031	-1,142 Reduced 9.71%	10,618 $686,000
Q4 2021 Feb 10, 2022	BUY	$60.81 - $81.69 $715,125 - $960,674	11,760 New	11,760 $808,000

Others Institutions Holding QCLN

# of Institutions

169

Shares Held

4.64M

Call Options Held

0

Put Options Held

400

Kingstone Capital Partners Texas, LLC Frisco, TX

1.57M
Shares

$55.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

336K
Shares

$11.8 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$7.95 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

188K
Shares

$6.63 Million
0.0% of portfolio
Ubs Group Ag

166K
Shares

$5.83 Million
0.0% of portfolio

About FIRST TR NASDAQ CLEAN EDGE GRE

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