Pcg Wealth Advisors, LLC American Centy ETF Tr Diversif Transaction History
Pcg Wealth Advisors, LLC
- $257 Million
- Q4 2024
Shares
4 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$94 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$50.1 Million0.22% of portfolio
-
Cx Institutional638KShares$30.8 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$26.9 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$20.3 Million3.06% of portfolio