Pensionmark Financial Group, LLC Fidelity Covington Tr Momentum Transaction History
Pensionmark Financial Group, LLC
- $3.72 Billion
- Q1 2025
Shares
5 transactions
Others Institutions Holding FDMO
# of Institutions
77Shares Held
2.89MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.17MShares$89.2 Million0.03% of portfolio
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Great Lakes Retirement, Inc. Sandusky, OH227KShares$17.4 Million1.93% of portfolio
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Portfolio Strategies, Inc.150KShares$11.5 Million1.5% of portfolio
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Cetera Investment Advisers Schaumburg, IL133KShares$10.2 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL119KShares$9.11 Million0.0% of portfolio