Pensionmark Financial Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 109,450 shares of UFEB stock, worth $3.94 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
109,450
Previous 109,450
-0.0%
Holding current value
$3.94 Million
Previous $3.76 Million
4.26%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.76MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio