Assetmark, Inc ETF Opportunities Tr Applied F Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Assetmark, Inc holds 418 shares of VSLU stock, worth $17,999. This represents 0.0% of its overall portfolio holdings.

Number of Shares

418

Previous 418 -0.0%

Holding current value

$17,999

Previous $16,000 6.25%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$31.34 - $39.15 $13,100 - $16,364	418 New	418 $16,000

Others Institutions Holding VSLU

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

Crestwood Advisors Group LLC

1.44M
Shares

$61.9 Million
1.07% of portfolio
Novare Capital Management LLC

799K
Shares

$34.4 Million
2.63% of portfolio
Newman Dignan & Sheerar, Inc.

688K
Shares

$29.6 Million
6.42% of portfolio
Watchman Group, Inc. Plano, TX

635K
Shares

$27.4 Million
7.87% of portfolio
Jacobi Capital Management LLC

433K
Shares

$18.6 Million
1.16% of portfolio

View Full List

About ETF OPPORTUNITIES TR APPLIED F

Ticker VSLU

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