Assetmark, Inc Two Rds Shared Tr Regents Pk H Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$9.75 - $10.52 $3,705 - $3,997	380 New	380 $3,000

Others Institutions Holding RPHS

# of Institutions

23

Shares Held

5.08M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.12M
Shares

$45.5 Million
0.73% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

229K
Shares

$2.52 Million
0.0% of portfolio
Geo Wealth Management, LLC Chicago, IL

225K
Shares

$2.48 Million
0.1% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

141K
Shares

$1.56 Million
0.52% of portfolio
Independent Advisor Alliance

70.2K
Shares

$773,798
0.02% of portfolio

About TWO RDS SHARED TR REGENTS PK H

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