Assetmark, Inc Advisorshares Tr Advisorshares Transaction History

Assetmark, Inc

  • $47.4 Billion
  • Q4 2025

A detailed history of Assetmark, Inc transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Assetmark, Inc holds 280 shares of CWS stock, worth $18,846. This represents 0.0% of its overall portfolio holdings.

Number of Shares
280
Previous 325 13.85%
Holding current value
$18,846
Previous $22,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 23, 2026
SELL
$67.03 - $69.86 $3,016 - $3,143
-45 Reduced 13.85%
280 $18,000
Q3 2025

Nov 06, 2025
SELL
$67.59 - $70.83 $3,176 - $3,329
-47 Reduced 12.63%
325 $22,000
Q2 2025

Aug 04, 2025
BUY
$59.37 - $70.0 $10,211 - $12,040
172 Added 86.0%
372 $26,000
Q3 2024

Nov 01, 2024
BUY
$61.66 - $68.72 $12,332 - $13,744
200 New
200 $13,000

Others Institutions Holding CWS

# of Institutions
57
Shares Held
984K
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

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