Assetmark, Inc Simplify Exchange Traded Fds H Transaction History
Assetmark, Inc
- $36.2 Billion
- Q1 2025
A detailed history of Assetmark, Inc transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Assetmark, Inc holds 1,236 shares of HEQT stock, worth $36,437. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,236
Previous 1,175
5.19%
Holding current value
$36,437
Previous $34,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
69Shares Held
10.5MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$54.6 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$35.5 Million0.01% of portfolio
-
Keudell840KShares$24.8 Million5.78% of portfolio
-
Private Advisor Group, LLC820KShares$24.2 Million0.15% of portfolio
-
Cwm, LLC540KShares$15.9 Million0.06% of portfolio