Pcg Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History

Pcg Wealth Advisors, LLC

$271 Million
Q1 2025

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 1,489 shares of XAR stock, worth $312,407. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,489

Previous 1,490 0.07%

Holding current value

$312,407

Previous $247,000 3.24%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$157.71 - $180.77 $157 - $180	-1 Reduced 0.07%	1,489 $239,000
Q3 2024 Oct 15, 2024	SELL	$139.03 - $157.34 $556 - $629	-4 Reduced 0.27%	1,490 $234,000
Q2 2024 Jul 15, 2024	SELL	$132.1 - $144.92 $1,321 - $1,449	-10 Reduced 0.66%	1,494 $209,000
Q4 2023 Jan 29, 2024	BUY	$109.6 - $136.33 $164,838 - $205,040	1,504 New	1,504 $203,000
Q3 2022 Oct 12, 2022	BUY	$91.68 - $115.5 $277,607 - $349,734	3,028 New	3,028 $278,000
Q2 2022 Jul 13, 2022	SELL	$96.26 - $126.23 $190,017 - $249,178	-1,974 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$107.27 - $126.95 $1,072 - $1,269	10 Added 0.51%	1,974 $246,000
Q4 2021 Feb 10, 2022	BUY	$109.09 - $125.62 $214,252 - $246,717	1,964 New	1,964 $227,000

Others Institutions Holding XAR

# of Institutions

415

Shares Held

7.58M

Call Options Held

33.2K

Put Options Held

4.1K

View Full List

About SPDR S&P AEROSPACE & DEFENSE E

Ticker XAR
Sector ETFs
Industry ETFs

More about XAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pcg Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pcg Wealth Advisors, LLC with notifications on news.

Account

Pcg Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History