Assetmark, Inc First Tr Large Cap Value Transaction History
Assetmark, Inc
- $32.1 Billion
- Q2 2024
A detailed history of Assetmark, Inc transactions in First Tr Large Cap Value stock. As of the latest transaction made, Assetmark, Inc holds 120,915 shares of FTA stock, worth $9.56 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
120,915
Previous 95,947
26.02%
Holding current value
$9.56 Million
Previous $7.33 Million
21.44%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding FTA
# of Institutions
204Shares Held
11.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$167 Million0.01% of portfolio
-
Ubs Group Ag979KShares$77.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC803KShares$63.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$43.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$30 Million9.89% of portfolio