Pensionmark Financial Group, LLC SCHWAB STRATEGIC TR Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
39,092
Previous 27,300 43.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
BUY
N/A
11,792 Added 43.19%
39,092 $0
Q1 2025

Apr 29, 2025
BUY
N/A
27,300 New
27,300 $0
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