Assetmark, Inc Wisdomtree U.S. Largecap Fund Transaction History
Assetmark, Inc
- $34.9 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding EPS
# of Institutions
123Shares Held
11.5MCall Options Held
0Put Options Held
0-
Fiduciary Trust CO Boston, MA2.13MShares$136 Million1.84% of portfolio
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Private Wealth Strategies, L.L.C.1.27MShares$80.7 Million14.73% of portfolio
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Lpl Financial LLC Fort Mill, SC1.07MShares$68.2 Million0.03% of portfolio
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Private Advisor Group, LLC1.02MShares$64.6 Million0.39% of portfolio
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Morgan Stanley New York, NY992KShares$63 Million0.0% of portfolio