Schubert & CO Asset Mark Financial Holdings, Inc. Transaction History

Schubert & CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	BUY	$23.11 - $31.75 $23 - $31	1 Added 2.22%	46 $1,000
Q4 2022 Jan 31, 2023	BUY	$17.25 - $24.86 $155 - $223	9 Added 25.0%	45 $1,000
Q3 2022 Oct 21, 2022	BUY	$17.16 - $21.74 $171 - $217	10 Added 38.46%	36 $1,000
Q2 2022 Aug 01, 2022	BUY	$18.07 - $23.0 $307 - $391	17 Added 188.89%	26 $0
Q1 2022 May 16, 2022	SELL	$20.9 - $26.67 $20 - $26	-1 Reduced 10.0%	9 $0
Q4 2021 Jan 28, 2022	BUY	$24.1 - $27.92 $241 - $279	10 New	10 $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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