Pensionmark Financial Group, LLC Asset Management

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$136B
$10.6 Million 0.34% of portfolio
69,523
Q3 2024 Added 1.81%
$139B
$2.64 Million 0.09% of portfolio
20,196
Q3 2024 Added 17.13%
$65.7B
$2.62 Million 0.08% of portfolio
36,425
Q3 2024 New
$155B
$2.28 Million 0.07% of portfolio
2,405
Q3 2024 Reduced 99.06%
$2.41B
$1.64 Million 0.05% of portfolio
76,141
Q3 2024 Reduced 95.26%
$0
$1.36 Million 0.04% of portfolio
81,700
Q3 2024 Reduced 93.99%
$0
$1.19 Million 0.04% of portfolio
35,943
Q3 2024 Reduced 1.97%
$0
$1.01 Million 0.03% of portfolio
108,462
Q3 2024 Reduced 84.52%
$105B
$852,000 0.03% of portfolio
6,823
Q3 2024 Reduced 51.72%
$0
$698,000 0.02% of portfolio
61,475
Q3 2024 Reduced 91.2%
$61.2B
$658,000 0.02% of portfolio
1,402
Q3 2024 New
$0
$636,000 0.02% of portfolio
154,900
Q3 2024 Reduced 75.67%
$0
$628,000 0.02% of portfolio
48,450
Q3 2024 Reduced 92.15%
$0
$600,000 0.02% of portfolio
106,547
Q3 2024 Reduced 80.15%
$0
$446,000 0.01% of portfolio
79,605
Q3 2024 Reduced 82.16%
$0
$425,000 0.01% of portfolio
26,500
Q3 2024 Reduced 93.78%
$0
$404,000 0.01% of portfolio
110,287
Q3 2024 New
$0
$349,000 0.01% of portfolio
17,707
Q3 2024 Added 22.88%
$28B
$273,000 0.01% of portfolio
2,508
Q3 2024 Reduced 98.01%
$0
$262,000 0.01% of portfolio
8,007
Q3 2024 Reduced 92.71%
$3.43B
$254,000 0.01% of portfolio
7,300
Q3 2024 Reduced 11.32%
$7.5B
$253,000 0.01% of portfolio
6,652
Q3 2024 Reduced 94.16%
$0
$251,000 0.01% of portfolio
12,033
Q3 2024 Reduced 63.72%
$0
$249,000 0.01% of portfolio
12,340
Q3 2024 Reduced 87.54%
$3.23B
$214,000 0.01% of portfolio
4,960
Q3 2024 Added 0.3%
$0
$211,000 0.01% of portfolio
21,014
Q3 2024 Reduced 89.37%
$0
$207,000 0.01% of portfolio
5,866
Q3 2024 Reduced 85.45%
$0
$197,000 0.01% of portfolio
34,000
Q3 2024 Reduced 82.76%
$0
$164,000 0.01% of portfolio
13,398
Q3 2024 Reduced 87.64%
$0
$42,000 0.0% of portfolio
10,333
Q3 2024 New
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