A detailed history of Pensionmark Financial Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 24,867 shares of RWJ stock, worth $1.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,867
Previous 24,785 0.33%
Holding current value
$1.13 Million
Previous $1.06 Million 6.13%
% of portfolio
0.06%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$39.16 - $42.3 $3,211 - $3,468
82 Added 0.33%
24,867 $996,000
Q1 2024

May 15, 2024

BUY
$38.56 - $42.81 $955,709 - $1.06 Million
24,785 New
24,785 $1.06 Million

Others Institutions Holding RWJ

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker RWJ
  • Sector ETFs
  • Industry ETFs
More about RWJ
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

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.