Assetmark, Inc Schwab Strategic Tr 1000 Index Transaction History
Assetmark, Inc
- $32.1 Billion
- Q2 2024
A detailed history of Assetmark, Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Assetmark, Inc holds 86 shares of SCHK stock, worth $4,736. This represents 0.0% of its overall portfolio holdings.
Number of Shares
86
Previous 238
63.87%
Holding current value
$4,736
Previous $12,000
66.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHK
# of Institutions
169Shares Held
34.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$1.33 Billion2.82% of portfolio
-
Legacy Wealth Management, Inc3.65MShares$201 Million13.81% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$103 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$69.9 Million5.9% of portfolio
-
Waddell & Associates, LLC950KShares$52.3 Million6.58% of portfolio