A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Exche Trd Fd Vi Dorse stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 15,133 shares of FVC stock, worth $564,763. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,133
Previous 15,220 0.57%
Holding current value
$564,763
Previous $536,000 1.12%
% of portfolio
0.22%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$31.4 - $36.67 $2,731 - $3,190
-87 Reduced 0.57%
15,133 $542,000
Q2 2024

Jul 15, 2024

SELL
$32.08 - $35.42 $6,255 - $6,906
-195 Reduced 1.27%
15,220 $536,000
Q4 2023

Jan 29, 2024

SELL
$29.79 - $33.0 $14,597 - $16,170
-490 Reduced 3.08%
15,415 $505,000
Q3 2023

Oct 19, 2023

SELL
$30.61 - $34.65 $642 - $727
-21 Reduced 0.13%
15,905 $498,000
Q2 2023

Jul 20, 2023

BUY
$32.08 - $33.61 $673 - $705
21 Added 0.13%
15,926 $535,000
Q1 2023

May 08, 2023

SELL
$31.56 - $36.06 $1,262 - $1,442
-40 Reduced 0.25%
15,905 $524,000
Q4 2022

Feb 13, 2023

SELL
$34.28 - $35.8 $568,876 - $594,101
-16,595 Reduced 51.0%
15,945 $558,000
Q3 2022

Oct 12, 2022

BUY
$32.84 - $36.73 $530,694 - $593,556
16,160 Added 98.66%
32,540 $1.09 Million
Q2 2022

Jul 13, 2022

SELL
$33.61 - $37.67 $10,587 - $11,866
-315 Reduced 1.89%
16,380 $556,000
Q1 2022

Apr 22, 2022

BUY
$34.48 - $38.51 $1,551 - $1,732
45 Added 0.27%
16,695 $612,000
Q4 2021

Feb 10, 2022

BUY
$34.99 - $39.57 $582,583 - $658,840
16,650 New
16,650 $630,000

Others Institutions Holding FVC

About FIRST TR EXCHE-TRD FD VI DORSE


  • Ticker FVC
  • Sector ETFs
  • Industry ETFs
More about FVC
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