Pensionmark Financial Group, LLC Sells in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVA
Avista Corp

Utilities
-650
- 9.57%
$35.46 - $39.23 $23K - $25.5K
6.15K $225K
HGER
Harbor ETF Tr All Weather Infl
-940
- 2.48%
$21.78 - $23.27 $20.5K - $21.9K
36.9K $817K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-200
- 1.42%
$74.69 - $79.24 $14.9K - $15.8K
13.9K $1.05M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-838
- 4.98%
$12.61 - $15.33 $10.6K - $12.8K
16K $205K
TFLO
Ishares Treasury Floating Rate

ETFs
-709
- 12.62%
$50.37 - $50.63 $35.7K - $35.9K
4.91K $247K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-71
- 0.68%
$91.94 - $100.02 $6.53K - $7.1K
10.4K $966K
PH
Parker Hannifin Corp

Industrials
-63
- 6.82%
$621.74 - $709.46 $39.2K - $44.7K
861 $547K
MLN
Vaneck Long Muni ETF

ETFs
-1.54K
- 10.49%
$17.61 - $18.29 $27K - $28.1K
13.1K $234K
BALT
Innovator Etfs Tr
-3.08K
- 2.74%
$30.76 - $31.55 $94.6K - $97K
109K $3.42M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.06K
- 10.55%
$23.29 - $23.93 $24.7K - $25.4K
9K $211K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-131
- 0.71%
$86.65 - $94.9 $11.4K - $12.4K
18.4K $1.59M
GNTY
Guaranty Bancshares Inc

Financial Services
-1K
- 2.78%
$32.53 - $38.66 $32.5K - $38.7K
34.9K $1.21M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-511
- 9.92%
$89.97 - $98.59 $46K - $50.4K
4.64K $441K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-308
- 5.67%
$49.87 - $52.46 $15.4K - $16.2K
5.13K $255K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.74K
- 0.5%
$66.67 - $74.08 $116K - $129K
345K $23.5M
EXC
Exelon Corp

Utilities
-96
- 1.39%
$36.22 - $40.97 $3.48K - $3.93K
6.79K $255K
IOO
Ishares Tr Global 100 ETF

ETFs
-411
- 3.96%
$97.46 - $103.45 $40.1K - $42.5K
9.98K $1.01M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-318
- 3.64%
$107.41 - $115.71 $34.2K - $36.8K
8.43K $929K
KEYS
Keysight Technologies, Inc.

Technology
-241
- 2.35%
$149.01 - $172.53 $35.9K - $41.6K
10K $1.61M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-288
- 2.7%
$35.95 - $36.76 $10.4K - $10.6K
10.4K $373K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-504
- 5.91%
$28.88 - $29.33 $14.6K - $14.8K
8.03K $232K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-375
- 1.96%
$17.7 - $26.34 $6.64K - $9.88K
18.8K $352K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-192
- 0.28%
N/A
68.4K $5.87M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-240
- 4.23%
$60.1 - $66.4 $14.4K - $15.9K
5.43K $328K
JHMM
John Hancock Multifactor Mid C

ETFs
-148
- 1.36%
$59.61 - $64.8 $8.82K - $9.59K
10.7K $639K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-58
- 1.98%
$86.15 - $94.34 $5K - $5.47K
2.87K $254K
FTQI
First Trust ETF Vi First Trust

ETFs
-903
- 3.5%
$20.23 - $21.46 $18.3K - $19.4K
24.9K $517K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-650
- 2.28%
$12.51 - $13.59 $8.13K - $8.83K
27.9K $355K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-19
- 2.68%
$424.05 - $524.22 $8.06K - $9.96K
691 $321K
WULF
Terawulf Inc.

Financial Services
-3.9K
- 26.62%
$3.82 - $8.82 $14.9K - $34.4K
10.8K $60K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-8
- 0.29%
$101.77 - $113.02 $814 - $904
2.79K $294K
SCI
Service Corp International

Consumer Cyclical
-300
- 1.39%
$73.36 - $88.6 $22K - $26.6K
21.3K $1.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-55
- 0.49%
$50.73 - $51.08 $2.79K - $2.81K
11.3K $573K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-95
- 3.82%
$100.18 - $109.1 $9.52K - $10.4K
2.39K $250K
OPK
Opko Health, Inc.

Healthcare
-99
- 0.24%
$1.4 - $1.64 $139 - $162
40.6K $59K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-521
- 4.64%
N/A
10.7K $0
JGRO
J P Morgan Exchange Traded Fd
-25
- 0.6%
N/A
4.15K $0
Capital Group Dividend Growe
-808
- 3.12%
N/A
25.1K $0
QTOC
Innovator Etfs Tr Growth Accel
-400
- 3.31%
N/A
11.7K $0
Innovator Etfs Trust
-2.2K
- 5.72%
N/A
36.3K $0
Innovator Etfs Trust
-1.94K
- 2.7%
N/A
69.7K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-16.4K
- 59.01%
N/A
11.4K $0
Blackrock ETF Trust Ii
-42
- 1.0%
N/A
4.15K $0
BAUG
Innovator U.S. Equity Buffer E
-3.73K
- 12.3%
N/A
26.6K $0
Trust For Professional Manag
-874
- 1.42%
N/A
60.9K $0
American Healthcare Reit Inc
-2.52K
- 6.96%
N/A
33.7K $0
Alps ETF Tr
-351
- 0.13%
N/A
266K $0
PJUN
Innovator U.S. Equity Power Bu

ETFs
-300
- 1.72%
$36.63 - $37.8 $11K - $11.3K
17.2K $643K
PLW
Invesco 1 30 Laddered Treasury

ETFs
-2.81K
- 15.53%
N/A
15.3K $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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