Assetmark, Inc Two Rds Shared Tranfield Us Eq Put Options Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding AESR

# of Institutions

25

Shares Held

8M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

5.13M
Shares

$97 Million
1.66% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

833K
Shares

$15.7 Million
5.32% of portfolio
First International Bank & Trust Watford City, ND

746K
Shares

$14.1 Million
4.92% of portfolio
Geneos Wealth Management Inc.

392K
Shares

$7.41 Million
0.22% of portfolio
Xy Planning Network, Inc. Bozeman, MT

237K
Shares

$4.48 Million
1.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

Ticker AESR
Sector ETFs
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