Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History

Pcg Wealth Advisors, LLC

$257 Million
Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 11,105 shares of SPYG stock, worth $889,732. This represents 0.38% of its overall portfolio holdings.

Number of Shares

11,105

Holding current value

$889,732

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$81.74 - $91.38 $907,722 - $1.01 Million	11,105 New	11,105 $976,000

Others Institutions Holding SPYG

# of Institutions

1,220

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$2.73 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.61 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.35 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$981 Million
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$653 Million
0.19% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Pcg Wealth Advisors, LLC Spdr Portfolio Transaction History