Assetmark, Inc Spdr Ser Tr Msci Usa Strategic Transaction History
Assetmark, Inc
- $41.6 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding QUS
# of Institutions
191Shares Held
8.09MCall Options Held
1.9KPut Options Held
0-
Colony Group LLC Boston, MA1.44MShares$244 Million2.62% of portfolio
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Tolleson Wealth Management, Inc. Dallas, TX568KShares$96.1 Million16.68% of portfolio
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Sfmg, LLC519KShares$87.8 Million6.51% of portfolio
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Private Advisor Group, LLC411KShares$69.5 Million0.38% of portfolio
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Bank Of America Corp Charlotte, NC395KShares$66.8 Million0.0% of portfolio