Pensionmark Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 346,924 shares of SMMD stock, worth $23.8 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
346,924
Previous 346,924
-0.0%
Holding current value
$23.8 Million
Previous $23.5 Million
-0.0%
% of portfolio
0.76%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
190Shares Held
12.2MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.03MShares$70.5 Million1.52% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$64.1 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$38.5 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.1 Million0.01% of portfolio