Pensionmark Financial Group, LLC Simplify Exch Trad Fds Us Eq P Transaction History

Pensionmark Financial Group, LLC

$1.54 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$23.9 - $26.17 $24,760 - $27,112	-1,036 Reduced 3.22%	31,176 $756,000
Q3 2022 Nov 14, 2022	SELL	$26.16 - $28.86 $20,980 - $23,145	-802 Reduced 2.43%	32,212 $852,000
Q2 2022 Aug 09, 2022	SELL	$26.34 - $31.45 $31,081 - $37,111	-1,180 Reduced 3.45%	33,014 $922,000
Q1 2022 May 12, 2022	BUY	$29.63 - $33.3 $16,000 - $17,982	540 Added 1.6%	34,194 $1.07 Million
Q4 2021 Feb 11, 2022	SELL	$30.18 - $33.42 $564,456 - $625,054	-18,703 Reduced 35.72%	33,654 $1.06 Million
Q3 2021 Nov 12, 2021	BUY	$30.02 - $32.03 $211,851 - $226,035	7,057 Added 15.58%	52,357 $1.59 Million
Q2 2021 Aug 12, 2021	SELL	$28.48 - $30.39 $34,062 - $36,346	-1,196 Reduced 2.57%	45,300 $1.38 Million
Q1 2021 May 17, 2021	BUY	$26.53 - $28.31 $12,230 - $13,050	461 Added 1.0%	46,496 $1.36 Million
Q4 2020 Feb 16, 2021	BUY	$23.68 - $26.9 $1.09 Million - $1.24 Million	46,035 New	46,035 $1.3 Million

Others Institutions Holding SPD

# of Institutions

40

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

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