PCG Wealth Advisors, LLC SPLG Holdings History
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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