Institutions / Investmark Advisory Group LLC / Activity
Activity — Investmark Advisory Group LLC
20 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | USA Liberty All Star Equity Fund Closed-End Fund | $62.2K | +11K | 10,710 0.02% of portfolio | low |
| Q2 2026 as of | New | N82405106 Common stock | $86.9K | +15K | 15,140 0.03% of portfolio | low |
| Q2 2026 as of | New | 500948708 Common stock | $186.8K | +11K | 11,372 0.07% of portfolio | low |
| Q2 2026 as of | New | 500948500 Common stock | $200.8K | +8K | 8,182 0.08% of portfolio | low |
| Q2 2026 as of | New | 46138G706 Common stock | $217.1K | +4K | 3,670 0.08% of portfolio | low |
| Q2 2026 as of | New | 500948880 Common stock | $217.8K | +11K | 11,441 0.08% of portfolio | low |
| Q2 2026 as of | New | Bank of America Corp /De Common stock | $219.8K | +4K | 3,858 0.08% of portfolio | low |
| Q2 2026 as of | New | 14020W106 Common stock | $223.5K | +5K | 4,535 0.08% of portfolio | low |
| Q2 2026 as of | New | 25434V617 Common stock | $225.8K | +3K | 2,727 0.09% of portfolio | low |
| Q2 2026 as of | New | 81369Y704 Common stock | $229.8K | +1K | 1,241 0.09% of portfolio | low |
| Q2 2026 as of | New | Humana Inc Common stock | $238.1K | +599 | 599 0.09% of portfolio | low |
| Q2 2026 as of | New | InvenTrust Properties Corp Common stock | $239.9K | +7K | 6,778 0.09% of portfolio | low |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $241.4K | +581 | 581 0.09% of portfolio | low |
| Q2 2026 as of | New | 464287291 Common stock | $269.2K | +2K | 1,863 0.10% of portfolio | low |
| Q2 2026 as of | New | 46432F388 Common stock | $282.9K | +1K | 1,416 0.11% of portfolio | low |
| Q2 2026 as of | New | 500948302 Common stock | $402.1K | +13K | 13,238 0.15% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $593.1K | +1K | 1,021 0.23% of portfolio | low |
| Q2 2026 as of | New | NASDAQ, Inc. Common stock | $664.0K | +8K | 8,425 0.25% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $709.6K | +615 | 615 0.27% of portfolio | low |
| Q2 2026 as of | New | General Mills Inc Common stock | $2.83M | +81K | 81,386 1.08% of portfolio | low |