Pensionmark Financial Group, LLC Innovator U.S. Equity Buffer E Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
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Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
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Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
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Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio