Pensionmark Financial Group, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 2,926 shares of XHE stock, worth $257,956. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,926
Previous 3,032
3.5%
Holding current value
$257,956
Previous $266,000
7.52%
% of portfolio
0.02%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding XHE
# of Institutions
105Shares Held
933KCall Options Held
300Put Options Held
200-
Lpl Financial LLC Fort Mill, SC102KShares$9.03 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY100KShares$8.82 Million0.0% of portfolio
-
Morgan Stanley New York, NY73.8KShares$6.51 Million0.0% of portfolio
-
Ubs Group Ag57.1KShares$5.03 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ41.2KShares$3.63 Million2.68% of portfolio