Pensionmark Financial Group, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 41,698 shares of EES stock, worth $2.28 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
41,698
Previous 41,698
-0.0%
Holding current value
$2.28 Million
Previous $2.2 Million
-0.0%
% of portfolio
0.07%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
153Shares Held
7.2MCall Options Held
9.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC890KShares$48.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY774KShares$42.3 Million0.0% of portfolio
-
Ubs Group Ag745KShares$40.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN503KShares$27.4 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL392KShares$21.4 Million0.05% of portfolio