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

Pensionmark Financial Group, LLC

$18.2 Billion
Q3 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

183

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.8M
Shares

$72 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$40.9 Million
0.87% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.4 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

753K
Shares

$30.1 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.3 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
Sector ETFs
Industry ETFs

More about PMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.