Assetmark, Inc Absolute Shs Tr Wbi Pwr Factor Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Absolute Shs Tr Wbi Pwr Factor stock. As of the latest transaction made, Assetmark, Inc holds 163 shares of WBIY stock, worth $4,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares

163

Previous 163 -0.0%

Holding current value

$4,911

Previous $5,000 20.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$28.54 - $30.33 $4,652 - $4,943	163 New	163 $4,000

Others Institutions Holding WBIY

# of Institutions

Shares Held

2.16M

Call Options Held

Put Options Held

Wbi Investments, Inc.

912K
Shares

$27.5 Million
7.17% of portfolio
Maridea Wealth Management LLC Brooklyn, NY

548K
Shares

$16.5 Million
5.25% of portfolio
Lpl Financial LLC Fort Mill, SC

156K
Shares

$4.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

131K
Shares

$3.94 Million
0.0% of portfolio
Private Advisor Group, LLC

65.2K
Shares

$1.96 Million
0.01% of portfolio

View Full List

About ABSOLUTE SHS TR WBI PWR FACTOR

Ticker WBIY
Sector ETFs
Industry ETFs

More about WBIY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account