Assetmark, Inc Barclays Bank PLC Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Barclays Bank PLC stock. As of the latest transaction made, Assetmark, Inc holds 145 shares of CAPE stock, worth $4,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares

145

Holding current value

$4,528

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$29.04 - $32.05 $4,210 - $4,647	145 New	145 $4,000

Others Institutions Holding CAPE

# of Institutions

Shares Held

7.85M

Call Options Held

Put Options Held

Ubs Group Ag

2.27M
Shares

$70.8 Million
0.01% of portfolio
Waddell & Associates, LLC

1.97M
Shares

$61.6 Million
7.17% of portfolio
Straightline Group LLC Troy, MI

1.01M
Shares

$31.5 Million
19.83% of portfolio
Walled Lake Planning & Wealth Management, LLC Winnetka, IL

866K
Shares

$27.1 Million
10.59% of portfolio
Evensky & Katz LLC

591K
Shares

$18.5 Million
1.14% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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