Pcg Wealth Advisors, LLC First Tr Exc Traded Fd Iv High Transaction History
Pcg Wealth Advisors, LLC
- $310 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding HISF
# of Institutions
41Shares Held
953KCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.280KShares$12.6 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC160KShares$7.24 Million0.0% of portfolio
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Commonwealth Equity Services, LLC93.7KShares$4.23 Million0.01% of portfolio
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Tru Independence LLC60KShares$2.71 Million0.74% of portfolio
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Betterment LLC New York, NY42.4KShares$1.91 Million0.0% of portfolio