Pensionmark Financial Group, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding NTSX
# of Institutions
78Shares Held
15.4MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC6.11MShares$288 Million15.89% of portfolio
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Rational Advisors LLC Huntington, NY1.28MShares$60 Million5.99% of portfolio
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Cwm, LLC1.14MShares$53.4 Million0.23% of portfolio
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Wealthcare Advisory Partners LLC West Chester, PA882KShares$41.5 Million1.23% of portfolio
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Wj Interests, LLC Sugar Land, TX852KShares$40.1 Million21.69% of portfolio