Ownership history in ASSETMARK, INC · 3 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in FRANKLIN TEMPLETON ETF TR (XUDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 809,452 | +1,510 | +0.2% | 0.04% | $21.4M | $26.27 |
| 2025 Q3 | REDUCED | 807,942 | -12,843 | -1.6% | 0.05% | $21.6M | $26.16 |
| 2025 Q2 | INITIATED | 820,785 | — | — | 0.05% | $20.9M | $24.76 |
As of 2025 Q4 — sorted by position size