Assetmark, Inc First Tr Ex Trad Fd Viii Cboe Transaction History

Assetmark, Inc

$30.5 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$31.5 - $33.1 $2,866 - $3,012	-91 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$32.37 - $33.08 $2,945 - $3,010	91 New	91 $3,000

Others Institutions Holding DOCT

# of Institutions

65

Shares Held

1.67M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

215K
Shares

$8.26 Million
1.35% of portfolio
Mutual Advisors, LLC Casper, WY

183K
Shares

$7.02 Million
0.22% of portfolio
Envestnet Asset Management Inc

112K
Shares

$4.29 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

106K
Shares

$4.05 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

99K
Shares

$3.8 Million
0.01% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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