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Assetmark Financial Hldg shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 2.0k 35.41
2019-12-31 $49k 1.7k 28.91
2019-09-30 $51k 2.0k 25.82

More positions owned by C.M. Bidwell & Associates

iShares Russell 1000 Index (IWB)
iShares Russell 2000 Index (IWM)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Short-Term Bond ETF (BSV)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
Ishares Tr core strm usbd (ISTB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Total Bond Market ETF (BND)
iShares MSCI ACWI ex US Index Fund (ACWX)
Vanguard Malvern Fds strm infproidx (VTIP)
Schwab U S Broad Market ETF (SCHB)
Dimensional Etf Trust (DFAC)
Schwab Strategic Tr us lrg cap etf (SCHX)
Schwab Strategic Tr 0 (SCHP)

View all positions for C.M. Bidwell & Associates

Top funds holding Assetmark Financial Hldg

BlackRock
Vanguard Group
Glazer Capital
Polar Securities
Capital World Investors
Dimensional Fund Advisors
Vivaldi Asset Management
Jennison Associates
State Street Corporation
HPM Partners
Millennium Management
Morgan Stanley
Azora Capital
Geode Capital Management
Alliancebernstein

View all funds holding Assetmark Financial Hldg