Pensionmark Financial Group, LLC CAPITAL GROUP CORE BALANCED Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025
Number of Shares
105,417
Previous 63,249 66.67%
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
Q1 2025

Apr 29, 2025
BUY
N/A
42,168 Added 66.67%
105,417 $0
Q4 2024

Feb 12, 2025
BUY
N/A
18,787 Added 42.25%
63,249 $0
Q3 2024

Nov 14, 2024
BUY
N/A
17,438 Added 64.53%
44,462 $0
Q2 2024

Aug 14, 2024
BUY
N/A
15,200 Added 128.55%
27,024 $0
Q1 2024

May 15, 2024
BUY
N/A
11,824 New
11,824 $0
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