Pcg Wealth Advisors, LLC Ishares Tr Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 13,970 shares of IEO stock, worth $1.26 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,970
Previous 14,309
2.37%
Holding current value
$1.26 Million
Previous $1.42 Million
10.32%
% of portfolio
0.52%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding IEO
# of Institutions
187Shares Held
2.88MCall Options Held
54.9KPut Options Held
36K-
Morgan Stanley New York, NY513KShares$46.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC171KShares$15.4 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA128KShares$11.5 Million0.0% of portfolio
-
Altus Wealth Management, LLC104KShares$9.33 Million4.48% of portfolio
-
Royal Bank Of Canada Toronto, A6103KShares$9.23 Million0.0% of portfolio