Pensionmark Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding NTSX
# of Institutions
79Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$290 Million15.89% of portfolio
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Rational Advisors LLC Huntington, NY1.18MShares$55.9 Million5.89% of portfolio
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Cwm, LLC1.14MShares$53.9 Million0.23% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA885KShares$42 Million1.21% of portfolio
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Wj Interests, LLC Sugar Land, TX852KShares$40.4 Million21.69% of portfolio