Number of Shares
16,074.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
0.97%
Total Estimate Gain
$776,383.36
% of Total Estimate Gain
12.30%

PCG Wealth Advisors, LLC's First Trust NASDAQ-100 Technology Sector Index Fd Holding Summary

As of 2025-03-31, PCG Wealth Advisors, LLC held 16,074.00 shares of First Trust NASDAQ-100 Technology Sector Index Fd(QTEC), totaling $2.79 Mil. This investment constitutes 0.97% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.12% of the outstanding First Trust NASDAQ-100 Technology Sector Index Fd(QTEC) stock.

The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 4 purchases of QTEC, at an average price of $150.89, for a total of 41,842.00 shares. In addition, there have been 9 sales at an average price of $139.75 for 25,768.00 shares. Based on historical transaction data and QTEC's current price of $217.06, PCG Wealth Advisors, LLC's estimated gain on his QTEC holdings is $776,383.36, reflecting a 12.30% gain to date.

PCG Wealth Advisors, LLC QTEC ($217.06) Holding Chart

PCG Wealth Advisors, LLC QTEC ($217.06) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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