Assetmark, Inc First Tr Nasdaq 100 Ex Techno Transaction History

Assetmark, Inc

$34.9 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$74.75 - $88.4 $74 - $88	-1 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$80.33 - $86.25 $80 - $86	1 New	1 $0

Others Institutions Holding QQXT

# of Institutions

43

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

220K
Shares

$20.8 Million
0.0% of portfolio
International Assets Investment Management, LLC Orlando, FL

194K
Shares

$18.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

145K
Shares

$13.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

67.7K
Shares

$6.38 Million
0.0% of portfolio
Kestra Private Wealth Services, LLC

60.5K
Shares

$5.7 Million
0.11% of portfolio

About FIRST TR NASDAQ -100 EX-TECHNO

Ticker QQXT
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