Jfs Wealth Advisors, LLC Asset Mark Financial Holdings, Inc. Transaction History

Jfs Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$23.18 - $30.44 $92 - $121	4 Added 10.53%	42 $1,000
Q2 2023 Aug 07, 2023	SELL	$26.31 - $32.93 $105 - $131	-4 Reduced 9.52%	38 $1,000
Q1 2023 Apr 19, 2023	BUY	$23.11 - $31.75 $69 - $95	3 Added 7.69%	42 $1,000
Q4 2022 Feb 13, 2023	SELL	$17.25 - $24.86 $69 - $99	-4 Reduced 9.3%	39 $0
Q2 2022 Aug 02, 2022	BUY	$18.07 - $23.0 $307 - $391	17 Added 65.38%	43 $1,000
Q1 2022 May 02, 2022	BUY	$20.9 - $26.67 $292 - $373	14 Added 116.67%	26 $1,000
Q4 2021 Feb 03, 2022	BUY	$24.1 - $27.92 $289 - $335	12 New	12 $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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