Pensionmark Financial Group, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 66,334 shares of IHYF stock, worth $1.47 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
66,334
Previous 26,074
154.41%
Holding current value
$1.47 Million
Previous $582,000
152.23%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IHYF
# of Institutions
14Shares Held
2.04MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.18MShares$26.2 Million0.01% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ505KShares$11.2 Million6.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC112KShares$2.47 Million0.0% of portfolio
-
Avestar Capital, LLC56.8KShares$1.26 Million0.13% of portfolio
-
Sequent Planning LLC Omaha, NE56.5KShares$1.25 Million0.43% of portfolio