Assetmark, Inc First Tr ETF Vi Smid Cap Risin Transaction History
Assetmark, Inc
- $36.4 Billion
- Q4 2024
A detailed history of Assetmark, Inc transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Assetmark, Inc holds 5,963 shares of SDVY stock, worth $198,567. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,963
Previous 3,211
85.71%
Holding current value
$198,567
Previous $116,000
83.62%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
-
Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio