Number of Shares
26,672.00
Current Holdings Value*
$14.92 Mil
% of Portfolio
5.21%
Total Estimate Gain
$3.51 Mil
% of Total Estimate Gain
15.13%

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

As of 2025-03-31, PCG Wealth Advisors, LLC held 26,672.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.92 Mil. This investment constitutes 5.21% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 7 purchases of SPY, at an average price of $449.03, for a total of 51,675.00 shares. In addition, there have been 6 sales at an average price of $391.89 for 25,003.00 shares. Based on historical transaction data and SPY's current price of $634.21, PCG Wealth Advisors, LLC's estimated gain on his SPY holdings is $3.51 Mil, reflecting a 15.13% gain to date.

PCG Wealth Advisors, LLC SPY ($634.21) Holding Chart

PCG Wealth Advisors, LLC SPY ($634.21) 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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