Pensionmark Financial Group, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
9,101
Previous 26,943 66.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
SELL
N/A
-17,842 Reduced 66.22%
9,101 $0
Q1 2025

Apr 29, 2025
BUY
N/A
7,058 Added 35.49%
26,943 $0
Q4 2024

Feb 12, 2025
BUY
N/A
12,300 Added 162.16%
19,885 $0
Q3 2024

Nov 14, 2024
BUY
N/A
7,585 New
7,585 $0
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