Pensionmark Financial Group, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 2024
A detailed history of Pensionmark Financial Group, LLC transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 41,000 shares of DMAR stock, worth $1.49 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
41,000
Previous 37,500
9.33%
Holding current value
$1.49 Million
Previous $1.27 Million
12.69%
% of portfolio
0.24%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DMAR
# of Institutions
69Shares Held
3.52MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.5 Million16.8% of portfolio
-
Spectrum Asset Management, Inc.285KShares$10.3 Million4.37% of portfolio
-
Envestnet Asset Management Inc233KShares$8.43 Million0.0% of portfolio
-
Kestra Advisory Services, LLC215KShares$7.78 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL175KShares$6.34 Million0.01% of portfolio