Number of Shares
29,814
Previous 31,919 6.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 12, 2025

SELL
N/A
-2,105 Reduced 6.59%
29,814 $0
Q3 2024

Nov 14, 2024

BUY
N/A
5,121 Added 19.11%
31,919 $0
Q2 2024

Aug 14, 2024

BUY
N/A
5,292 Added 24.61%
26,798 $0
Q1 2024

May 15, 2024

BUY
N/A
15,396 Added 251.98%
21,506 $0
Q4 2023

Feb 14, 2024

BUY
N/A
4,016 Added 191.79%
6,110 $0
Q3 2023

Nov 14, 2023

BUY
N/A
2,094 New
2,094 $0
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.