Assetmark, Inc Two Rds Shared Tranfield Us Eq Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$11.91 - $12.8 $4,692 - $5,043	394 New	394 $5,000

Others Institutions Holding AESR

# of Institutions

26

Shares Held

7.75M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.96M
Shares

$103 Million
1.6% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

815K
Shares

$17 Million
5.43% of portfolio
First International Bank & Trust Watford City, ND

716K
Shares

$14.9 Million
5.06% of portfolio
Geneos Wealth Management Inc.

382K
Shares

$7.95 Million
0.18% of portfolio
Xy Planning Network, Inc. Bozeman, MT

237K
Shares

$4.94 Million
1.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
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