Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 11,105 shares of SPYG stock, worth $1.01 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

11,105

Holding current value

$1.01 Million

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $907,722 - $1.01 Million	11,105 New	11,105 $976,000

Others Institutions Holding SPYG

# of Institutions

1,105

Shares Held

281M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.85 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.87 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$710 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$659 Million
0.04% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History