Number of Shares
115,288
Previous 118,814 2.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 12, 2025

SELL
N/A
-3,526 Reduced 2.97%
115,288 $0
Q3 2024

Nov 14, 2024

BUY
N/A
48,010 Added 67.81%
118,814 $0
Q2 2024

Aug 14, 2024

BUY
N/A
12,992 Added 22.47%
70,804 $0
Q1 2024

May 15, 2024

BUY
N/A
7,323 Added 14.5%
57,812 $0
Q4 2023

Feb 14, 2024

BUY
N/A
330 Added 0.66%
50,489 $0
Q3 2023

Nov 14, 2023

BUY
N/A
528 Added 1.06%
50,159 $0
Q2 2023

Aug 14, 2023

BUY
N/A
49,631 New
49,631 $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.