Pensionmark Financial Group, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 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 10,672 shares of VLU stock, worth $2.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,672
Previous 10,672 -0.0%
Holding current value
$2.05 Million
Previous $1.97 Million -0.0%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$169.12 - $184.42 $489,095 - $533,342
2,892 Added 37.17%
10,672 $1.97 Million
Q2 2024

Aug 14, 2024
SELL
$166.3 - $174.66 $252,110 - $264,784
-1,516 Reduced 16.31%
7,780 $1.34 Million
Q1 2024

May 15, 2024
BUY
$157.16 - $175.32 $1.46 Million - $1.63 Million
9,296 New
9,296 $1.63 Million

Others Institutions Holding VLU

# of Institutions
79
Shares Held
1.55M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 1500 VALUE TILT ETF

VLU Quotes by TradingView
  • Ticker VLU
  • Sector ETFs
  • Industry ETFs
More about VLU
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email