A detailed history of Pensionmark Financial Group, LLC transactions in First Trust Water ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 5,952 shares of FIW stock, worth $615,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,952
Previous 5,952 -0.0%
Holding current value
$615,020
Previous $650,000 -0.0%
% of portfolio
0.02%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$98.0 - $109.33 $12,152 - $13,556
124 Added 2.13%
5,952 $650,000
Q2 2024

Aug 14, 2024

BUY
$96.61 - $107.24 $149,842 - $166,329
1,551 Added 36.26%
5,828 $582,000
Q1 2024

May 15, 2024

BUY
$91.05 - $102.1 $389,420 - $436,681
4,277 New
4,277 $436,000

Others Institutions Holding FIW

About FIRST TRUST WATER ETF


  • Ticker FIW
  • Sector ETFs
  • Industry ETFs
More about FIW
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.