Pcg Wealth Advisors, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Pcg Wealth Advisors, LLC
- $271 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding UCON
# of Institutions
312Shares Held
122MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC12.4MShares$307 Million0.12% of portfolio
-
Ubs Group Ag9.13MShares$226 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.25MShares$179 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.11MShares$126 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.19MShares$104 Million0.01% of portfolio