Pensionmark Financial Group, LLC Spdr Portfolio Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 11,691 shares of SPMD stock, worth $664,984. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,691
Previous 40,356 71.03%
Holding current value
$664,984
Previous $2.21 Million 71.03%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024
SELL
$50.29 - $54.92 $1.44 Million - $1.57 Million
-28,665 Reduced 71.03%
11,691 $639,000
Q3 2024

Nov 14, 2024
BUY
$50.29 - $54.92 $1.53 Million - $1.67 Million
30,346 Added 303.16%
40,356 $2.21 Million
Q2 2024

Aug 14, 2024
BUY
$49.54 - $53.39 $199,348 - $214,841
4,024 Added 67.22%
10,010 $513,000
Q1 2024

May 15, 2024
SELL
$47.16 - $53.34 $16,647 - $18,829
-353 Reduced 5.57%
5,986 $319,000
Q4 2023

Feb 14, 2024
BUY
$40.76 - $49.2 $258,377 - $311,878
6,339 New
6,339 $308,000

Others Institutions Holding SPMD

# of Institutions
656
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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