Pcg Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 5,751 shares of KORP stock, worth $264,143. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,751

Previous 5,664 1.54%

Holding current value

$264,143

Previous $260,000 6.54%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$45.64 - $48.46 $3,970 - $4,216	87 Added 1.54%	5,751 $277,000
Q2 2024 Jul 15, 2024	BUY	$44.89 - $46.33 $4,533 - $4,679	101 Added 1.82%	5,664 $260,000
Q1 2024 Apr 19, 2024	BUY	$45.75 - $46.63 $20,267 - $20,657	443 Added 8.65%	5,563 $257,000
Q4 2023 Jan 29, 2024	BUY	$43.63 - $46.61 $24,650 - $26,334	565 Added 12.4%	5,120 $238,000
Q3 2023 Oct 19, 2023	SELL	$44.39 - $45.79 $23,349 - $24,085	-526 Reduced 10.35%	4,555 $202,000
Q2 2023 Jul 20, 2023	BUY	$45.41 - $46.65 $230,728 - $237,028	5,081 New	5,081 $231,000
Q4 2022 Feb 13, 2023	SELL	$43.9 - $46.1 $133,236 - $139,913	-3,035 Reduced 39.21%	4,705 $213,000
Q3 2022 Oct 12, 2022	BUY	$44.41 - $47.51 $343,733 - $367,727	7,740 New	7,740 $343,000

Others Institutions Holding KORP

# of Institutions

Shares Held

5.61M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR DIVERSIF

Ticker KORP
Sector ETFs
Industry ETFs

More about KORP

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 American Centy ETF Tr Diversif Transaction History