Cwm, LLC Asset Mark Financial Holdings, Inc. Transaction History

Cwm, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$33.79 - $37.06 $3,649 - $4,002	108 Added 60.34%	287 $10,000
Q1 2024 Apr 05, 2024	BUY	$29.37 - $36.2 $234 - $289	8 Added 4.68%	179 $6,000
Q4 2023 Feb 01, 2024	BUY	$23.18 - $30.44 $2,572 - $3,378	111 Added 185.0%	171 $5,000
Q1 2023 Apr 28, 2023	SELL	$23.11 - $31.75 $23,110 - $31,750	-1,000 Reduced 94.34%	60 $2,000
Q4 2022 Feb 01, 2023	SELL	$17.25 - $24.86 $1.71 Million - $2.46 Million	-99,009 Reduced 98.94%	1,060 $24,000
Q3 2022 Oct 27, 2022	SELL	$17.16 - $21.74 $497 - $630	-29 Reduced 0.03%	100,069 $1.83 Million
Q2 2022 Jul 28, 2022	BUY	$18.07 - $23.0 $1.81 Million - $2.3 Million	100,098 New	100,098 $1.88 Million

2.26M

Ticker AMK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 73,844,800
Market Cap $2.6B
Description
AssetMark Financial Holdings, Inc. provides wealth management and technology solutions in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology to the financial adviser channel. The company provides integrated technology platfo...

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