Pensionmark Financial Group, LLC Ishares Morningstar Small Cap Transaction History
Pensionmark Financial Group, LLC
- $3.72 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding ISCG
# of Institutions
150Shares Held
7.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.06MShares$50.3 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO465KShares$22.1 Million0.02% of portfolio
-
Avantax Advisory Services, Inc.399KShares$18.9 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC397KShares$18.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC371KShares$17.6 Million0.0% of portfolio