Number of Shares
155,312.00
Current Holdings Value*
$10.21 Mil
% of Portfolio
3.56%
Total Estimate Gain
$1.54 Mil
% of Total Estimate Gain
12.62%

PCG Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, PCG Wealth Advisors, LLC held 155,312.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.21 Mil. This investment constitutes 3.56% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 10 purchases of SPLG, at an average price of $61.16, for a total of 200,085.00 shares. In addition, there have been 3 sales at an average price of $49.07 for 44,773.00 shares. Based on historical transaction data and SPLG's current price of $74.59, PCG Wealth Advisors, LLC's estimated gain on his SPLG holdings is $1.54 Mil, reflecting a 12.62% gain to date.

PCG Wealth Advisors, LLC SPLG ($74.59) Holding Chart

PCG Wealth Advisors, LLC SPLG ($74.59) 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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