Pcg Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$25.36 - $28.61 $337,719 - $380,999	13,317 New	13,317 $334,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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