Stammdaten
Unternehmen & Branche
| Name | ASSETMARK, INC |
|---|---|
| Ticker | |
| CIK | 0001344551 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | 1,168,808 | 0 | 1,168,808 | 30,084,869 | Neu | +100,0% | |
| Neuberger Berman Group LLC | 408,938 | 0 | 408,938 | 14,498,869 | Neu | +100,0% | |
| CoreCap Advisors, LLC | 322,783 | 0 | 322,783 | 7,965,930 | Neu | +100,0% | |
| HERITAGE OAK WEALTH ADVISORS LLC | 283,004 | 466,877 | -183,873 | 6,984,227 | Reduziert | -39,4% | |
| JANE STREET GROUP, LLC | 135,367 | 0 | 135,367 | 3,455,265 | Neu | +100,0% | |
| WealthPlan Investment Management, LLC | 140,954 | 0 | 140,954 | 3,372,860 | Neu | +100,0% | |
| J.W. COLE ADVISORS, INC. | 46,421 | 0 | 46,421 | 1,645,866 | Neu | +100,0% | |
| Atria Investments, Inc | 58,720 | 0 | 58,720 | 1,469,468 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,834 | 0 | 47,834 | 1,266,257 | Neu | +100,0% | |
| IFP Advisors, Inc | 46,157 | 42,073 | 4,084 | 1,139,104 | Aufgestockt | +9,7% | |
| Arkadios Wealth Advisors | 43,720 | 0 | 43,720 | 1,094,093 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 30,280 | 31,780 | -1,500 | 747,277 | Reduziert | -4,7% | |
| TFB Advisors LLC | 22,304 | 36,684 | -14,380 | 684,474 | Reduziert | -39,2% | |
| Fulcrum Equity Management | 23,369 | 25,065 | -1,696 | 576,721 | Reduziert | -6,8% | |
| Legacy Wealth Partners, LLC | 22,844 | 21,714 | 1,130 | 563,765 | Aufgestockt | +5,2% | |
| Balefire, LLC | 19,768 | 0 | 19,768 | 494,694 | Neu | +100,0% | |
| RFG Advisory, LLC | 17,165 | 0 | 17,165 | 429,554 | Neu | +100,0% | |
| WealthPLAN Partners, LLC | 13,817 | 0 | 13,817 | 330,624 | Neu | +100,0% | |
| Fiscal Wisdom Wealth Management, LLC | 11,499 | 0 | 11,499 | 287,762 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 8,022 | 0 | 8,022 | 283,000 | Neu | +100,0% | |
| PFG Investments, LLC | 10,202 | 0 | 10,202 | 244,121 | Neu | +100,0% | |
| Fortis Group Advisors, LLC | 7,067 | 0 | 7,067 | 239,899 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 9,591 | 0 | 9,591 | 229,501 | Neu | +100,0% | |
| LPL Financial LLC | 6,188 | 0 | 6,188 | 219,395 | Neu | +100,0% | |
| Sowell Financial Services LLC | 8,209 | 0 | 8,209 | 205,430 | Neu | +100,0% | |
| COMERICA BANK | 2,069 | 0 | 2,069 | 54,770 | Neu | +100,0% | |
| UBS Group AG | 2,013 | 2,053 | -40 | 50,520 | Reduziert | -1,9% | |
| OSAIC HOLDINGS, INC. | 184 | 0 | 184 | 5,769 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227 | 0 | 227 | 5,602 | Neu | +100,0% | |
| Rossby Financial, LCC | 154 | 0 | 154 | 3,854 | Neu | +100,0% | |
| Cape Investment Advisory, Inc. | 136 | 0 | 136 | 3,600 | Neu | +100,0% | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 128 | 0 | 128 | 3,388 | Neu | +100,0% | |
| Capital Investment Advisory Services, LLC | 127 | 0 | 127 | 3,039 | Neu | +100,0% | |
| CWM, LLC | 3,462 | 0 | 3,462 | 87 | Neu | +100,0% | |
| VAN ECK ASSOCIATES CORP | 214 | 0 | 214 | 6 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| CoreCap Advisors, LLC | 322,783 | 7,965,930 | 34.79 |
| HERITAGE OAK WEALTH ADVISORS LLC | 283,004 | 6,984,227 | 30.50 |
| WealthPlan Investment Management, LLC | 140,954 | 3,372,860 | 14.73 |
| IFP Advisors, Inc | 46,157 | 1,139,104 | 4.97 |
| Strategic Blueprint, LLC | 30,280 | 747,277 | 3.26 |
| TFB Advisors LLC | 22,304 | 684,474 | 2.99 |
| Fulcrum Equity Management | 23,369 | 576,721 | 2.52 |
| Legacy Wealth Partners, LLC | 22,844 | 563,765 | 2.46 |
| WealthPLAN Partners, LLC | 13,817 | 330,624 | 1.44 |
| PFG Investments, LLC | 10,202 | 244,121 | 1.07 |
| Sanctuary Advisors, LLC | 9,591 | 229,501 | 1.00 |
| UBS Group AG | 2,013 | 50,520 | 0.22 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227 | 5,602 | 0.02 |
| Capital Investment Advisory Services, LLC | 127 | 3,039 | 0.01 |