Venturi Wealth Management, LLC Asset Mark Financial Holdings, Inc. Transaction History
Venturi Wealth Management, LLC
- $1.45 Billion
- Q1 2024
A detailed history of Venturi Wealth Management, LLC transactions in Asset Mark Financial Holdings, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 33 shares of AMK stock, worth $1,138. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 44
25.0%
Holding current value
$1,138
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AMK
# of Institutions
148Shares Held
21MCall Options Held
15.2KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY2.62MShares$90.3 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.14MShares$73.8 Million0.0% of portfolio
-
Jennison Associates LLC1.87MShares$64.7 Million0.04% of portfolio
-
Black Rock Inc. New York, NY1.86MShares$64.2 Million0.0% of portfolio
-
Capital World Investors Los Angeles, CA1.31MShares$45.3 Million0.01% of portfolio
About AssetMark Financial Holdings, Inc.
- Ticker AMK
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 73,844,800
- Market Cap $2.55B
- 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...