Pensionmark Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History
Pensionmark Financial Group, LLC
- $3.54 Billion
- Q4 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 345,181 shares of SMMD stock, worth $24.3 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
345,181
Previous 346,924
0.5%
Holding current value
$24.3 Million
Previous $23.5 Million
0.11%
% of portfolio
0.66%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding SMMD
# of Institutions
217Shares Held
16.7MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$123 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$112 Million2.33% of portfolio
-
Fort Washington Investment Advisors Inc1.36MShares$95.9 Million0.57% of portfolio
-
Envestnet Asset Management Inc765KShares$53.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC688KShares$48.4 Million0.0% of portfolio