Pensionmark Financial Group, LLC MANAGED PORTFOLIO SERIES Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
9,902
Previous 9,105 8.75%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
BUY
N/A
797 Added 8.75%
9,902 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-581 Reduced 6.0%
9,105 $0
Q4 2024

Feb 12, 2025
BUY
N/A
9,686 New
9,686 $0
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