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 $37,660. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,236
Previous 1,175
5.19%
Holding current value
$37,660
Previous $34,000
2.94%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
8.46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.7 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$25 Million0.15% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE535KShares$16.3 Million2.15% of portfolio
-
Keudell490KShares$14.9 Million3.49% of portfolio