AssetMark Inc
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AssetMark Inc’s First Business Financial Services FBIZ Stock Holding History

AssetMark Inc’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$405 Buy
2024
Q3 		– Sell
2024
Q2 		$1.29K Buy
2019
Q2 		– Sell
2019
Q1 		$49K Sell
2018
Q4 		$53K Sell
2018
Q3 		$74K Buy
2018
Q2 		$82K Buy
2018
Q1 		$50K Buy