Pensionmark Financial Group, LLC Fidelity Covington Tr Momentum Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding FDMO
# of Institutions
64Shares Held
2.39MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.05MShares$75.6 Million0.02% of portfolio
-
Great Lakes Retirement, Inc. Sandusky, OH228KShares$16.3 Million2.05% of portfolio
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Raymond James Financial Inc St. Petersburg, FL104KShares$7.44 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL95.9KShares$6.88 Million0.01% of portfolio
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Ae Wealth Management LLC84.2KShares$6.04 Million0.06% of portfolio