AssetMark Inc
DEED icon

AssetMark Inc’s First Trust Securitized Plus ETF DEED Stock Holding History

AssetMark Inc’s Portfolio DEED Stock Details DEED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-673
Closed -$13.4K – 1867
2023
Q3 		$13.4K Buy
+673
New +$14K ﹤0.01% 1294

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RJA
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BCP
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CCM
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EH
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ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
FTUS
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AssetMark Inc's DEED Position: Q4 2023 in Review

AssetMark Inc sold out of First Trust Securitized Plus ETF (DEED) in Q4 2023, closing a stake of 673 shares — an estimated $13.4K sold.

AssetMark Inc first reported a position in DEED in Q3 2023 and held it in 1 quarter. The position peaked at $13.4K in Q3 2023. 43 funds tracked by Wall St. Rank hold DEED as of Q4 2023.

  • AssetMark Inc reported no remaining First Trust Securitized Plus ETF position as of Q4 2023 after selling out during the quarter.
  • AssetMark Inc sold 673 First Trust Securitized Plus ETF shares in Q4 2023, an estimated $13.4K.
  • AssetMark Inc first reported a position in First Trust Securitized Plus ETF in Q3 2023 and held it in 1 quarter.
  • AssetMark Inc's First Trust Securitized Plus ETF position peaked at $13.4K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held First Trust Securitized Plus ETF as of Q4 2023.

Based on AssetMark Inc's 13F filing for Q4 2023, filed 9 Feb 2024.