Pensionmark Financial Group, LLC ALPS ETF TR Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
321,794
Previous 294,502 9.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
27,292 Added 9.27%
321,794 $0
Q1 2025

Apr 29, 2025
BUY
N/A
28,882 Added 10.87%
294,502 $0
Q4 2024

Feb 12, 2025
SELL
N/A
-351 Reduced 0.13%
265,620 $0
Q3 2024

Nov 14, 2024
BUY
N/A
1,746 Added 0.66%
265,971 $0
Q2 2024

Aug 14, 2024
BUY
N/A
264,225 New
264,225 $0
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