Top 10 Stocks Held By Pensionmark Financial Group LLC
By Holdings Channel Staff, updated Monday, September 25, 11:32 AM
In total we count 261 positions held by Pensionmark Financial Group LLC as of their latest 13F filing, but among those total Pensionmark Financial Group LLC holdings we've sorted out the top ten stocks held by Pensionmark Financial Group LLC by largest position size, and presented them here in slideshow form.
#10 . SPY
Entity 06/30/2023 Amount
06/30/2023 Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)
27,282
$12,138 SPY 27,282 $12,138
Entity 03/31/2023 Amount
03/31/2023 Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)
27,580
$11,333 SPY 27,580 $11,333
Entity 12/31/2022 Amount
12/31/2022 Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)
25,188
$9,675 SPY 25,188 $9,675
SPY Stock Price From 03/31/2023 To 06/30/2023:
Position Size ($1000s)
$9,675
$11,333
$12,138
12/31/2022 03/31/2023 06/30/2023
Share Count
25,188
27,580
27,282
12/31/2022 03/31/2023 06/30/2023
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