Institutions / Investmark Advisory Group LLC / Activity
Activity — Investmark Advisory Group LLC
71 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287648 Common stock | $6.3K | +16 +0.99% | 1,631 0.24% of portfolio | low |
| Q2 2026 as of | Add | 464287598 Common stock | $4.1K | +17 +0.33% | 5,236 0.48% of portfolio | low |
| Q2 2026 as of | Add | Citigroup Inc Common stock | $3.4K | +24 +1.01% | 2,400 0.13% of portfolio | low |
| Q2 2026 as of | Add | PDI PIMCO Dynamic Income Fund Closed-End Fund | $3.4K | +201 +1.44% | 14,160 0.09% of portfolio | low |
| Q2 2026 as of | Add | 464287770 Common stock | $3.3K | +36 +0.58% | 6,235 0.21% of portfolio | low |
| Q2 2026 as of | Add | 81369Y803 Common stock | $3.2K | +17 +0.25% | 6,734 0.49% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $3.2K | +31 +0.49% | 6,347 0.25% of portfolio | low |
| Q2 2026 as of | Add | 557437100 Common stock | $3.1K | +560 +5.15% | 11,438 0.02% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $1.8K | +12 +0.50% | 2,432 0.14% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.7K | +17 +0.81% | 2,126 0.08% of portfolio | low |
| Q2 2026 as of | Add | 25434V864 Common stock | $1.7K | +35 +0.69% | 5,098 0.09% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.5K | +10 +0.58% | 1,729 0.10% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $901 | +3 +0.18% | 1,625 0.19% of portfolio | low |
| Q2 2026 as of | Add | 464288224 Common stock | $881 | +43 +0.37% | 11,567 0.09% of portfolio | low |
| Q2 2026 as of | Add | 316092808 Common stock | $857 | +3 +0.18% | 1,697 0.18% of portfolio | low |
| Q2 2026 as of | Add | American Healthcare REIT, Inc. Common stock | $834 | +16 +0.20% | 8,028 0.16% of portfolio | low |
| Q2 2026 as of | Add | 37954Y624 Common stock | $771 | +20 +0.26% | 7,628 0.11% of portfolio | low |
| Q2 2026 as of | Add | 464287556 Common stock | $570 | +3 +0.12% | 2,597 0.19% of portfolio | low |
| Q2 2026 as of | Add | 14020V108 Common stock | $89 | +2 +0.03% | 7,733 0.13% of portfolio | low |
| Q2 2026 as of | Add | 25434V849 Common stock | $48 | +1 +<0.01% | 22,255 0.41% of portfolio | low |
| Q2 2026 as of | Add | UTF Cohen & Steers Infrastructure Fund Inc Closed-End Fund | $28 | +1 +<0.01% | 10,202 0.11% of portfolio | low |