Pensionmark Financial Group, LLC Fidelity Covington Tr Momentum Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding FDMO
# of Institutions
53Shares Held
3.1MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.07MShares$75.2 Million0.02% of portfolio
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International Assets Investment Management, LLC Orlando, FL1.01MShares$70.9 Million0.06% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH232KShares$16.3 Million1.96% of portfolio
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Cetera Investment Advisers Schaumburg, IL88.8KShares$6.27 Million0.01% of portfolio
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Ae Wealth Management LLC79.4KShares$5.6 Million0.05% of portfolio