Parallel Advisors, LLC Asset Mark Financial Holdings, Inc. Transaction History

Parallel Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$33.79 - $37.06 $270 - $296	8 Added 3.05%	270 $9,000
Q4 2023 Feb 09, 2024	BUY	$23.18 - $30.44 $115 - $152	5 Added 1.95%	262 $7,000
Q2 2023 May 20, 2024	SELL	$26.31 - $32.93 $157 - $197	-6 Reduced 2.28%	257 $7,000
Q2 2023 Aug 04, 2023	SELL	$26.31 - $32.93 $157 - $197	-6 Reduced 2.28%	257 $7,000
Q1 2023 May 20, 2024	BUY	$23.11 - $31.75 $23 - $31	1 Added 0.38%	263 $8,000
Q1 2023 Apr 25, 2023	BUY	$23.11 - $31.75 $346 - $476	15 Added 6.05%	263 $8,000
Q4 2022 Feb 03, 2023	BUY	$17.25 - $24.86 $4,278 - $6,165	248 New	248 $5,000
Q2 2022 Aug 01, 2022	BUY	$18.07 - $23.0 $5,908 - $7,521	327 New	327 $6,000
Q1 2022 Apr 28, 2022	SELL	$20.9 - $26.67 $146 - $186	-7 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$24.1 - $27.92 $24 - $27	-1 Reduced 12.5%	7 $0
Q3 2021 Nov 02, 2021	BUY	$24.24 - $27.11 $193 - $216	8 New	8 $0
Q3 2020 Oct 27, 2020	SELL	$21.49 - $29.18 $451 - $612	-21 Closed	0 $0
Q2 2020 Jul 16, 2020	BUY	$18.23 - $28.65 $382 - $601	21 New	21 $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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