Number of Shares
59,304.00
Current Holdings Value*
$2.96 Mil
% of Portfolio
1.03%
Total Estimate Gain
$7,116.48
% of Total Estimate Gain
0.24%

PCG Wealth Advisors, LLC's BNY Mellon Ultra Short Income ETF Holding Summary

As of 2025-03-31, PCG Wealth Advisors, LLC held 59,304.00 shares of BNY Mellon Ultra Short Income ETF(BKUI), totaling $2.96 Mil. This investment constitutes 1.03% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 1.33% of the outstanding BNY Mellon Ultra Short Income ETF(BKUI) stock.

The initial trade took place in 2025Q1. And since then PCG Wealth Advisors, LLC has made 1 purchases of BKUI, at an average price of $49.71, for a total of 59,304.00 shares. Based on historical transaction data and BKUI's current price of $49.83, PCG Wealth Advisors, LLC's estimated gain on his BKUI holdings is $7,116.48, reflecting a 0.24% gain to date.

PCG Wealth Advisors, LLC BKUI ($49.83) Holding Chart

PCG Wealth Advisors, LLC BKUI ($49.83) 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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