Number of Shares
274,482
Previous 218,716 25.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
N/A
55,766 Added 25.5%
274,482 $0
Q1 2025

May 06, 2025

SELL
N/A
-27,401 Reduced 11.13%
218,716 $0
Q4 2024

Feb 06, 2025

BUY
N/A
246,117 New
246,117 $0
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.