Number of Shares
208,743
Previous 163,424 27.73%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
N/A
45,319 Added 27.73%
208,743 $0
Q3 2025

Nov 06, 2025

BUY
N/A
49,678 Added 43.67%
163,424 $0
Q2 2025

Aug 04, 2025

BUY
N/A
55,023 Added 93.7%
113,746 $0
Q1 2025

May 06, 2025

SELL
N/A
-89,773 Reduced 60.45%
58,723 $0
Q4 2024

Feb 06, 2025

SELL
N/A
-54,663 Reduced 26.91%
148,496 $0
Q3 2024

Nov 01, 2024

BUY
N/A
56,999 Added 39.0%
203,159 $0
Q2 2024

Aug 13, 2024

BUY
N/A
146,160 New
146,160 $0
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

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.