Assetmark, Inc Purchases in Q3 2025

Assetmark, Inc

  • $45.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UFPT
Ufp Technologies Inc

Healthcare
29
New
$190.04 - $252.55 $5.51K - $7.32K
29 $5K
W
Wayfair Inc.

Consumer Cyclical
27
+ 48.21%
$51.99 - $90.17 $1.4K - $2.43K
83 $7K
WAL
Western Alliance Bancorporation

Financial Services
40
+ 24.54%
$76.33 - $91.49 $3.05K - $3.66K
203 $17K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 300.0%
$1671.52 - $1869.81 $5.01K - $5.61K
4 $6K
WIT
Wipro LTD

Technology
2.06K
+ 194.16%
$2.63 - $3.11 $5.42K - $6.41K
3.12K $8K
WDS
Woodside Energy Group LTD

Energy
329
+ 194.67%
$15.05 - $17.66 $4.95K - $5.81K
498 $7K
YEXT
Yext, Inc.

Technology
692
New
$7.73 - $9.16 $5.35K - $6.34K
692 $5K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
328
New
$11.51 - $12.4 $3.78K - $4.07K
328 $4K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
100
New
$32.78 - $42.61 $3.28K - $4.26K
100 $4K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
169
+ 603.57%
$20.88 - $26.57 $3.53K - $4.49K
197 $4K
ALLY
Ally Financial Inc.

Financial Services
25
+ 0.18%
$36.95 - $44.58 $924 - $1.11K
14.3K $560K
AVLV
American Centy ETF Tr Avantis
57
+ 52.78%
$68.33 - $72.69 $3.89K - $4.14K
165 $11K
AMKR
Amkor Technology, Inc.

Technology
8
+ 1.74%
$21.14 - $29.58 $169 - $237
468 $13K
ASX
Ase Technology Holding Co., Ltd.

Technology
153
+ 4.26%
$9.5 - $11.71 $1.45K - $1.79K
3.75K $41K
AVA
Avista Corp

Utilities
93
+ 89.42%
$35.55 - $38.37 $3.31K - $3.57K
197 $7K
AX
Axos Financial, Inc.

Financial Services
40
+ 400.0%
$78.32 - $92.31 $3.13K - $3.69K
50 $4K
BANF
Bancfirst Corp

Financial Services
32
+ 1066.67%
$119.95 - $136.48 $3.84K - $4.37K
35 $4K
BOX
Box Inc

Technology
139
+ 182.89%
$31.03 - $33.73 $4.31K - $4.69K
215 $6K
CNQ
Canadian Natural Resources LTD

Energy
82
+ 3.88%
$29.31 - $32.93 $2.4K - $2.7K
2.2K $70K
CMA
Comerica Inc

Financial Services
47
+ 34.81%
$60.93 - $71.05 $2.86K - $3.34K
182 $12K
CRAI
Cra International, Inc.

Industrials
20
+ 1000.0%
$170.16 - $212.31 $3.4K - $4.25K
22 $4K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
2.15K
New
$2.08 - $2.15 $4.47K - $4.62K
2.15K $4K
DFAE
Dimensional ETF Tr

ETFs
50
+ 5.2%
$28.84 - $31.84 $1.44K - $1.59K
1.01K $31K
DNP
Dnp Select Income Fund Inc

Financial Services
490
New
$9.65 - $10.02 $4.73K - $4.91K
490 $4K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
26
+ 42.62%
$95.86 - $104.94 $2.49K - $2.73K
87 $9K
YMM
Full Truck Alliance Co. Ltd.

Technology
255
+ 122.6%
$10.66 - $13.88 $2.72K - $3.54K
463 $6K
GUT
Gabelli Utility Trust

Financial Services
730
New
$5.8 - $6.18 $4.23K - $4.51K
730 $4K
COMB
Graniteshares ETF Tr Bloomber

ETFs
215
New
$20.58 - $21.88 $4.42K - $4.7K
215 $4K
JBHT
Hunt J B Transport Services Inc

Industrials
51
+ 22.87%
$130.65 - $154.66 $6.66K - $7.89K
274 $36K
INDB
Independent Bank Corp

Financial Services
2
+ 0.37%
$62.06 - $72.84 $124 - $146
540 $37K
INTA
Intapp, Inc.

Technology
440
+ 33.21%
$35.64 - $48.82 $15.7K - $21.5K
1.77K $72K
RPV
Invesco Exchange Traded Fd Tr

ETFs
24
+ 8.92%
$90.97 - $99.42 $2.18K - $2.39K
293 $29K
RING
Ishares Inc Msci Global Gold M

ETFs
44
+ 72.13%
$42.96 - $64.71 $1.89K - $2.85K
105 $6K
JHEM
John Hancock Exchange Traded

ETFs
49
+ 5.61%
$29.05 - $31.71 $1.42K - $1.55K
923 $29K
LADR
Ladder Capital Corp

Real Estate
332
+ 5.94%
$10.86 - $11.81 $3.61K - $3.92K
5.92K $64K
LI
Li Auto Inc.

Consumer Cyclical
133
+ 126.67%
$22.6 - $31.8 $3.01K - $4.23K
238 $6K
LITE
Lumentum Holdings Inc.

Technology
15
+ 78.95%
$90.44 - $171.5 $1.36K - $2.57K
34 $5K
MGY
Magnolia Oil & Gas Corp

Energy
57
+ 2.84%
$22.5 - $25.26 $1.28K - $1.44K
2.07K $49K
MTH
Meritage Homes Corp

Consumer Cyclical
19
+ 3.61%
$67.34 - $82.83 $1.28K - $1.57K
545 $39K
NIO
Nio Inc.

Consumer Cyclical
522
+ 621.43%
$3.41 - $7.62 $1.78K - $3.98K
606 $4K
MRSK
Toews Agility Shares Managed R

Technology
104
+ 100.97%
$33.48 - $35.68 $3.48K - $3.71K
207 $7K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
35
+ 9.59%
$81.75 - $88.12 $2.86K - $3.08K
400 $34K
RLI
Rli Corp

Financial Services
56
+ 243.48%
$64.17 - $71.7 $3.59K - $4.02K
79 $5K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
255
+ 29.14%
N/A
1.13K $15K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
23
+ 25.0%
$121.81 - $137.24 $2.8K - $3.16K
115 $15K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
322
New
$14.94 - $16.82 $4.81K - $5.42K
322 $4K
DSP
Viant Technology Inc.

Technology
570
New
$8.37 - $14.84 $4.77K - $8.46K
570 $4K
WB
Weibo Corp

Communication Services
381
New
$9.5 - $12.76 $3.62K - $4.86K
381 $4K
XPEV
Xpeng Inc.

Consumer Cyclical
151
+ 228.79%
$17.4 - $24.33 $2.63K - $3.67K
217 $5K
Activity Summary
Buys All Purchases 1820 New Holdings 288 Increased Positions 1532 Sells All Sells 824 Reductions 823 Sold out 1 Options Calls 0 Puts 0
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