Hanson McClain Advisors »

Assetmark Financial Hldg shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Assetmark Financial Hldg

Tip: Access up to 7 years of quarterly data

All positions including Assetmark Financial Hldg held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Assetmark Financial Hldg by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $532 15 35.47
2023-12-31 $300 10 30.00
2022-06-30 $13k 694 18.73

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Hanson McClain Advisors

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
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
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg