Pensionmark Financial Group, LLC Innovator U.S. Equity Power Bu Transaction History

Pensionmark Financial Group, LLC

$1.54 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$32.79 - $35.63 $3.1 Million - $3.36 Million	94,424 New	94,424 $3.36 Million

Others Institutions Holding PMAR

# of Institutions

189

Shares Held

13M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.81M
Shares

$71 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

967K
Shares

$37.9 Million
0.46% of portfolio
Brookstone Capital Management

906K
Shares

$35.5 Million
0.65% of portfolio
Southland Equity Partners LLC Wildwood, MO

777K
Shares

$30.5 Million
8.42% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

721K
Shares

$28.3 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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