Pensionmark Financial Group, LLC Purchases in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
999
+ 14.06%
$26.65 - $29.34 $26.6K - $29.3K
8.1K $219K
PAA
Plains All American Pipeline LP

Energy
850
+ 4.2%
$16.27 - $18.67 $13.8K - $15.9K
21.1K $360K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.37%
$61.52 - $66.5 $1.11K - $1.2K
4.84K $308K
SPMD
Spdr Portfolio

ETFs
155
+ 1.33%
$54.13 - $59.56 $8.39K - $9.23K
11.8K $647K
RFEM
First Trust Iii Riverfront Dyn

ETFs
747
+ 9.22%
$62.89 - $68.65 $47K - $51.3K
8.85K $559K
NGG
National Grid PLC

Utilities
1.42K
+ 18.97%
$57.68 - $70.03 $82K - $99.6K
8.92K $529K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
600
+ 1.91%
$28.25 - $28.72 $17K - $17.2K
32K $907K
EVRG
Evergy, Inc.

Utilities
134
+ 2.34%
$59.06 - $65.0 $7.91K - $8.71K
5.85K $360K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
804
+ 14.51%
$58.46 - $65.6 $47K - $52.7K
6.34K $371K
SLB
Schlumberger Limited

Energy
609
+ 12.25%
$36.83 - $45.59 $22.4K - $27.8K
5.58K $214K
XYLD
Global X Fds S&P 500 Covered C

ETFs
21
+ 0.23%
$40.86 - $43.42 $858 - $912
9.23K $386K
DOV
Dover Corp

Industrials
87
+ 2.66%
$184.72 - $206.51 $16.1K - $18K
3.35K $629K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.16K
+ 8.42%
$32.75 - $35.81 $70.6K - $77.2K
27.8K $915K
IRBO
Ishares Robotics & Artificial

ETFs
18
+ 0.18%
N/A
9.86K $316K
VNLA
Janus Henderson Short Duration

ETFs
55
+ 0.36%
$48.82 - $49.11 $2.69K - $2.7K
15.3K $749K
BLDR
Builders First Source, Inc.

Industrials
651
+ 36.15%
$142.93 - $198.25 $93K - $129K
2.45K $350K
HYGW
Ishares Tr High Yield Corporat
6.35K
New
N/A
6.35K $0
PSEP
Innovator U.S. Equity Power Bu
5.88K
New
N/A
5.88K $0
Te Connectivity PLC
1.48K
New
N/A
1.48K $0
Tidal Tr Ii
81.2K
New
N/A
81.2K $0
BYLD
Ishares Tr Yield Optimized Bd
7.25K
+ 8.15%
N/A
96.2K $0
Capital Group Core Balanced
18.8K
+ 42.25%
N/A
63.2K $0
Invesco Actively Managed Exc
4.74K
New
N/A
4.74K $0
Cava Group Inc
3.36K
New
N/A
3.36K $0
ESGD
Ishares Trust Ishares Esg Awar

ETFs
377
+ 10.6%
$75.65 - $83.47 $28.5K - $31.5K
3.93K $299K
Super Micro Computer Inc
6.66K
New
N/A
6.66K $0
Ishares Bitcoin Trust ETF
15K
+ 126.16%
N/A
26.9K $0
CGMS
Capital Grp Core Plus Income E
9.6K
New
N/A
9.6K $0
T Rowe Price ETF Inc
7.94K
+ 5.19%
N/A
161K $0
TFLR
T Rowe Price Exchange Traded F
4.13K
+ 42.65%
N/A
13.8K $0
T Rowe Price ETF Inc
1.02K
+ 5.72%
N/A
18.8K $0
CGMU
Capital Group Core Plus Income
10.3K
+ 7.66%
N/A
145K $0
Capital Group International
11.5K
New
N/A
11.5K $0
Jacobs Solutions Inc
342
+ 19.44%
N/A
2.1K $0
Veralto Corp
1.02K
+ 56.71%
N/A
2.83K $0
PDEC
Innovator U.S. Equity Power Bu
1.63K
+ 8.8%
N/A
20.1K $0
SFLR
Innovator Etfs Tr Equity Manag
3
+ 0.01%
N/A
23.9K $0
Grayscale Ethereum Trust ETF
800
+ 7.24%
N/A
11.8K $0
Innovator Etfs Trust
2.65K
+ 1.73%
N/A
156K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
25K
+ 13.0%
N/A
217K $0
Innovator Etfs Trust
25
+ 0.08%
N/A
30K $0
Innovator Etfs Trust
1.01K
+ 1.02%
N/A
100K $0
Healthcare Rlty Tr
12.2K
New
N/A
12.2K $0
Innovator Etfs Trust
11.5K
New
N/A
11.5K $0
LCTD
Blackrock ETF World Ex Us Carb
155
+ 3.32%
N/A
4.82K $0
Blackrock ETF Trust Ii
2K
+ 8.57%
N/A
25.4K $0
Blackrock Inc
3.62K
New
N/A
3.62K $0
Tidal ETF Tr
11.2K
New
N/A
11.2K $0
ILCG
Ishares Morningstar Growth ETF
7.58K
New
N/A
7.58K $0
Activity Summary
Buys All Purchases 780 New Holdings 159 Increased Positions 621 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 1 Puts 1
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