Assetmark, Inc Absolute Shs Tr Wbi Pwr Factor Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Absolute Shs Tr Wbi Pwr Factor stock. As of the latest transaction made, Assetmark, Inc holds 163 shares of WBIY stock, worth $4,674. This represents 0.0% of its overall portfolio holdings.

Number of Shares

163

Previous 163 -0.0%

Holding current value

$4,674

Previous $4,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$28.54 - $30.33 $4,652 - $4,943	163 New	163 $4,000

Others Institutions Holding WBIY

# of Institutions

Shares Held

2.06M

Call Options Held

Put Options Held

Wbi Investments, Inc.

827K
Shares

$23.7 Million
6.82% of portfolio
Maridea Wealth Management LLC Brooklyn, NY

476K
Shares

$13.6 Million
4.58% of portfolio
Lpl Financial LLC Fort Mill, SC

159K
Shares

$4.56 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

112K
Shares

$3.22 Million
1.17% of portfolio
Envestnet Asset Management Inc

102K
Shares

$2.92 Million
0.0% of portfolio

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About ABSOLUTE SHS TR WBI PWR FACTOR

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