Assetmark, Inc Principal ETF U.S. Small Cap M Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Principal ETF U.S. Small Cap M stock. As of the latest transaction made, Assetmark, Inc holds 234 shares of PSC stock, worth $13,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Holding current value

$13,005

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$54.91 - $57.99 $12,848 - $13,569	234 New	234 $13,000
Q1 2025 May 06, 2025	SELL	$47.13 - $54.5 $1,225 - $1,417	-26 Reduced 26.26%	73 $3,000
Q4 2024 Feb 06, 2025	BUY	$50.76 - $56.6 $5,025 - $5,603	99 New	99 $5,000
Q3 2023 Oct 27, 2023	BUY	$40.34 - $44.4 $3,348 - $3,685	83 New	83 $3,000

Others Institutions Holding PSC

# of Institutions

Shares Held

18.3M

Call Options Held

Put Options Held

Principal Financial Group Inc Des Moines, IA

5.85M
Shares

$325 Million
0.18% of portfolio
Principal Securities, Inc. Des Moines, IA

2.22M
Shares

$123 Million
2.08% of portfolio
Envestnet Asset Management Inc

2.19M
Shares

$122 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$80.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.32M
Shares

$73.6 Million
0.02% of portfolio

View Full List

About PRINCIPAL ETF U.S. SMALL-CAP M

Ticker PSC
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