Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: PCG Wealth Advisors LLC
  City: OVERLAND PARK
  State: KS
  Zip: 66211
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $210,332,000
  Total Value Change : $31,286,000
  Securities Held Change : 8
   
All Securities Held : 112
  New Positions : 12
  Closed Positions : 8
  Increased Positions : 50
  Unchanged Positions : 12
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BUFQ)1 Year Chart         BUFQ Ft Cboe Vest Fund Of Nasdaq... 115 Closed $0.00 $0 0 0% -3,829,000 -141,815 0    N/A
   (SILJ)1 Year Chart         SILJ Amplify Junior Silver Miner... 114 Closed $12.10 $0 0 0% -429,000 -42,871 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp 113 Closed $273.51 $0 0 0% -201,000 -677 0    Restaurants
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 119 Closed $0.00 $0 0 0% -748,000 -21,714 0    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 112 Closed $70.09 $0 0 0% -231,000 -3,475 0    Closed - End Fund - E...
   (AR)1 Year Chart         AR Antero Resources Corp 118 Closed $34.15 $0 0 0% -393,000 -17,336 0    Oil & Gas Drilling & ...
   (SWN)1 Year Chart         SWN Southwestern Energy Co 117 Closed $7.52 $0 0 0% -390,000 -59,544 0    Independent Oil & Gas
   (PAAS)1 Year Chart         PAAS Pan American Silver Corp (USA) 116 Closed $20.60 $0 0 0% -186,000 -11,410 0    Silver

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results