Pcg Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pcg Wealth Advisors, LLC
- $205 Million
- Q1 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 42,908 shares of SDVY stock, worth $1.42 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
42,908
Previous 60,576
29.17%
Holding current value
$1.42 Million
Previous $1.99 Million
24.74%
% of portfolio
0.73%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$438 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$346 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$244 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$127 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$124 Million0.01% of portfolio