Assetmark, Inc Advisorshares Tr Advisorshares Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

A detailed history of Assetmark, Inc transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Assetmark, Inc holds 200 shares of CWS stock, worth $13,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares

200

Holding current value

$13,996

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$61.66 - $68.72 $12,332 - $13,744	200 New	200 $13,000

Others Institutions Holding CWS

# of Institutions

Shares Held

635K

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

119K
Shares

$8.32 Million
0.0% of portfolio
Cibc World Market Inc. Toronto, A6

86.7K
Shares

$6.07 Million
0.01% of portfolio
Stifel Financial Corp St. Louis, MO

66.6K
Shares

$4.66 Million
0.0% of portfolio
Kestra Advisory Services, LLC

40.6K
Shares

$2.84 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

36.6K
Shares

$2.56 Million
0.01% of portfolio

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About ADVISORSHARES TR ADVISORSHARES

Ticker CWS
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