Pensionmark Financial Group, LLC T ROWE PRICE ETF INC Transaction History

Pensionmark Financial Group, LLC

  • $4.23 Billion
  • Q2 2025
Number of Shares
18,310
Previous 20,811 12.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 04, 2025
SELL
N/A
-2,501 Reduced 12.02%
18,310 $0
Q1 2025

Apr 29, 2025
BUY
N/A
1,982 Added 10.53%
20,811 $0
Q4 2024

Feb 12, 2025
BUY
N/A
1,018 Added 5.72%
18,829 $0
Q2 2024

Aug 14, 2024
BUY
N/A
482 Added 2.78%
17,811 $0
Q1 2024

May 15, 2024
BUY
N/A
6,270 Added 56.7%
17,329 $0
Q4 2023

Feb 14, 2024
BUY
N/A
11,059 New
11,059 $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