A detailed history of Assetmark, Inc transactions in Tidal ETF Tr Sofi 500 ETF stock. As of the latest transaction made, Assetmark, Inc holds 11,105 shares of SFY stock, worth $230,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,105
Previous 7,077 56.92%
Holding current value
$230,206
Previous $131,000 67.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2024

BUY
$17.63 - $20.15 $71,013 - $81,164
4,028 Added 56.92%
11,105 $220,000
Q1 2024

May 06, 2024

BUY
$16.61 - $18.63 $27,306 - $30,627
1,644 Added 30.26%
7,077 $131,000
Q4 2023

Feb 09, 2024

SELL
$14.59 - $17.08 $55,208 - $64,630
-3,784 Reduced 41.05%
5,433 $92,000
Q3 2023

Oct 27, 2023

BUY
$15.18 - $16.24 $139,914 - $149,684
9,217 New
9,217 $140,000

Others Institutions Holding SFY

About TIDAL ETF TR SOFI 500 ETF


  • Ticker SFY
  • Sector ETFs
  • Industry ETFs
More about SFY
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