Disciplined Investments, LLC Asset Mark Financial Holdings, Inc. Transaction History

Disciplined Investments, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$26.31 - $32.93 $26 - $32	-1 Reduced 8.33%	11 $0
Q1 2023 May 10, 2023	BUY	$23.11 - $31.75 $23 - $31	1 Added 9.09%	12 $0
Q4 2022 Feb 01, 2023	BUY	$17.25 - $24.86 $17 - $24	1 Added 10.0%	11 $0
Q2 2022 Aug 09, 2022	BUY	$18.07 - $23.0 $36 - $46	2 Added 25.0%	10 $0
Q1 2022 Apr 22, 2022	BUY	$20.9 - $26.67 $167 - $213	8 New	8 $0

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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