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Assetmark Financial Hldg shares owned by Tfo-tdc

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Tfo-tdc from 13F filings

Historical chart of Tfo-tdc investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Tfo-tdc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Tfo-tdc

Quarter filed Position value Share count Share price at filing
2023-12-31 $60k 434 138.25
2023-09-30 $59 2 29.50
2023-06-30 $59 2 29.50
2023-03-31 $63 2 31.50
2022-12-31 $1.1k 10 107.50

More positions owned by Tfo-tdc

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tfo-tdc

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
BlackRock
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon

View all funds holding Assetmark Financial Hldg