Assetmark, Inc First Tr ETF Vi Smid Cap Risin Transaction History

Assetmark, Inc

  • $32.1 Billion
  • Q2 2024

A detailed history of Assetmark, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Assetmark, Inc holds 1,565 shares of SDVY stock, worth $54,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,565
Previous 2,308 32.19%
Holding current value
$54,493
Previous $80,000 35.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$32.33 - $34.91 $24,021 - $25,938
-743 Reduced 32.19%
1,565 $52,000
Q1 2024

May 06, 2024
BUY
$31.21 - $34.82 $72,032 - $80,364
2,308 New
2,308 $80,000
Q2 2023

Aug 11, 2023
BUY
$24.91 - $28.31 $747 - $849
30 New
30 $0

Others Institutions Holding SDVY

# of Institutions
341
Shares Held
110M
Call Options Held
0
Put Options Held
1.1K
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email