Assetmark, Inc Simpl Exch Traded Fds Sht Term Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Assetmark, Inc holds 58 shares of TUA stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	N/A	58 New	58 $0

Others Institutions Holding TUA

# of Institutions

Shares Held

18.1M

Call Options Held

31K

Put Options Held

60.6K

Southern Farm Bureau Life Insurance

2.97M
Shares

$0
6.71% of portfolio
Ferguson Shapiro LLC

2.24M
Shares

$0
0.0% of portfolio
Ae Wealth Management LLC

1.88M
Shares

$0
0.0% of portfolio
Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.14M
Shares

$0
10.54% of portfolio
Reuter James Wealth Management, LLC Oklahoma City, OK

872K
Shares

$0
0.0% of portfolio

View Full List

About SIMPL EXCH TRADED FDS SHT TERM

Ticker TUA

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