Pensionmark Financial Group, LLC Columbia ETF Tr I Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 147,693 shares of RECS stock, worth $4.88 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
147,693
Previous 114,835 28.61%
Holding current value
$4.88 Million
Previous $3.89 Million 31.3%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$33.61 - $36.42 $1.1 Million - $1.2 Million
32,858 Added 28.61%
147,693 $5.11 Million
Q3 2024

Nov 14, 2024
BUY
$30.74 - $33.91 $2.37 Million - $2.61 Million
77,066 Added 204.05%
114,835 $3.89 Million
Q2 2024

Aug 14, 2024
BUY
$29.48 - $32.44 $1.11 Million - $1.23 Million
37,769 New
37,769 $1.22 Million

Others Institutions Holding RECS

# of Institutions
111
Shares Held
33.8M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I

RECS Quotes by TradingView
  • Ticker RECS
  • Sector ETFs
  • Industry ETFs
More about RECS
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