PCG Wealth Advisors, LLC BKUI Holdings History
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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