Ownership history in ASSETMARK, INC · 3 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in FIRST TR EXCHANGE TRADED FD (EMDM). 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 | 328 | +148 | +82.2% | 0.00% | $10K | $31.34 |
| 2025 Q3 | ADDED | 180 | +21 | +13.2% | 0.00% | $5K | $27.58 |
| 2024 Q2 | INITIATED | 159 | — | — | 0.00% | $4K | — |
As of 2025 Q4 — sorted by position size