Assetmark, Inc Exchange Listed Fds Tr Cabana Transaction History
Assetmark, Inc
- $36.4 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding TDSC
# of Institutions
23Shares Held
6.97MCall Options Held
100Put Options Held
100-
Foundations Investment Advisors, LLC4.57MShares$104 Million2.29% of portfolio
-
Geo Wealth Management, LLC Chicago, IL2.06MShares$46.7 Million1.73% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI50.5KShares$1.15 Million0.12% of portfolio
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Gts Securities LLC New York, NY40.7KShares$923,1880.05% of portfolio
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Ae Wealth Management LLC34.2KShares$776,7460.01% of portfolio