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

Assetmark, Inc

$34.9 Billion
Q3 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

62

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Per Stirling Capital Management, Llc. Austin, TX

210K
Shares

$8.29 Million
1.14% of portfolio
Mutual Advisors, LLC Casper, WY

166K
Shares

$6.54 Million
0.18% of portfolio
Commonwealth Equity Services, LLC

79K
Shares

$3.12 Million
0.0% of portfolio
Harbour Investments, Inc. Madison, WI

58.3K
Shares

$2.3 Million
0.07% of portfolio
Truist Financial Corp

49.9K
Shares

$1.97 Million
0.0% of portfolio

About FIRST TR EX-TRAD FD VIII CBOE

Ticker DOCT
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