Pensionmark Financial Group, LLC Spdr S&P 1500 Value Tilt ETF Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,780 shares of VLU stock, worth $1.43 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,780
Previous 9,296
16.31%
Holding current value
$1.43 Million
Previous $1.63 Million
17.86%
% of portfolio
0.09%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VLU
# of Institutions
70Shares Held
1.42MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC433KShares$79.6 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN237KShares$43.5 Million0.01% of portfolio
-
Mai Capital Management64.2KShares$11.8 Million0.11% of portfolio
-
Lws Wealth Advisors, Inc.63.3KShares$11.6 Million3.97% of portfolio
-
Cambridge Investment Research Advisors, Inc.47.1KShares$8.66 Million0.03% of portfolio