Assetmark »

First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Assetmark

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai held by Assetmark 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 First Tr Exchng Traded Fd Vi tcw unconstrai by Assetmark

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 81k 25.13
2024-06-30 $1.0M 42k 24.45
2024-03-31 $1.9M 78k 24.60
2023-12-31 $1.7M 68k 24.74
2023-09-30 $1.5M 64k 23.90
2023-06-30 $1.3M 53k 24.17
2023-03-31 $1.3M 52k 24.21
2022-12-31 $69k 2.9k 24.11

More positions owned by Assetmark

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Assetmark

Top funds holding First Tr Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Bank of America Corporation
Harbour Investments
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
HighTower Advisors
Wagner Wealth Management
Advisor Group Holdings
Aptus Capital Advisors
Commonwealth Equity Services
Branch Banking & Trust Company
Apollon Wealth Management
Jpmorgan Chase & Co

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai