Pensionmark Financial Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Pensionmark Financial Group, LLC
- $584 Million
- Q1 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 72,125 shares of UAPR stock, worth $2.11 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
72,125
Previous 66,025
9.24%
Holding current value
$2.11 Million
Previous $1.81 Million
12.15%
% of portfolio
0.35%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding UAPR
# of Institutions
59Shares Held
1.8MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC292KShares$8.55 Million0.86% of portfolio
-
Commonwealth Equity Services, LLC211KShares$6.17 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH130KShares$3.8 Million0.43% of portfolio
-
Mgo One Seven LLC Beachwood, OH100KShares$2.93 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ95.9KShares$2.8 Million0.01% of portfolio