A detailed history of Jfs Wealth Advisors, LLC transactions in Asset Mark Financial Holdings, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 42 shares of AMK stock, worth $1,443. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42
Previous 42 -0.0%
Holding current value
$1,443
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Others Institutions Holding AMK

About AssetMark Financial Holdings, Inc.


  • Ticker AMK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 73,844,800
  • Market Cap $2.54B
  • 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...
More about AMK
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