Venturi Wealth Management, LLC Asset Mark Financial Holdings, Inc. Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding AMK
# of Institutions
6Shares Held
2.26MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.18MShares$76.8 Million0.0% of portfolio
-
Virginia Retirement Systems Et Al Richmond, VA52.5KShares$1.85 Million0.01% of portfolio
-
Credit Suisse Ag Zurich, V829KShares$1.02 Million0.0% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN136Shares$4,7920.0% of portfolio
-
Wipfli Financial Advisors Llc,64Shares$2,2550.0% of portfolio
About AssetMark Financial Holdings, Inc.
- 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...