Assetmark, Inc Principal ETF U.S. Small Cap M Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Assetmark, Inc holds 99 shares of PSC stock, worth $5,354. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$5,354

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$50.76 - $56.6 $5,025 - $5,603	99 New	99 $5,000
Q3 2023 Oct 27, 2023	BUY	$40.34 - $44.4 $3,348 - $3,685	83 New	83 $3,000

Others Institutions Holding PSC

# of Institutions

Shares Held

13.7M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

9.43M
Shares

$510 Million
0.28% of portfolio
Principal Securities, Inc. Des Moines, IA

1.7M
Shares

$91.9 Million
1.96% of portfolio
Envestnet Asset Management Inc

1.25M
Shares

$67.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$20 Million
0.0% of portfolio
Legacy Cg, LLC Plano, TX

247K
Shares

$13.3 Million
5.12% of portfolio

View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
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