Number of Shares
18,686
Previous 16,952 10.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

BUY
N/A
1,734 Added 10.23%
18,686 $0
Q2 2025

Aug 04, 2025

BUY
N/A
1,485 Added 9.6%
16,952 $0
Q1 2025

May 06, 2025

BUY
N/A
654 Added 4.42%
15,467 $0
Q4 2024

Feb 06, 2025

BUY
N/A
1,136 Added 8.31%
14,813 $0
Q3 2024

Nov 01, 2024

SELL
N/A
-249 Reduced 1.79%
13,677 $0
Q2 2024

Aug 13, 2024

BUY
N/A
3,171 Added 29.48%
13,926 $0
Q1 2024

May 06, 2024

BUY
N/A
10,755 New
10,755 $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.