AssetMark Inc
FDV icon

AssetMark Inc’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

AssetMark Inc’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-353
Closed -$9.94K – 3048
2025
Q1 		$9.94K Buy
+353
New +$9.79K ﹤0.01% 1851

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AssetMark Inc's FDV Position: Q2 2025 in Review

AssetMark Inc sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2025, closing a stake of 353 shares — an estimated $9.94K sold.

AssetMark Inc first reported a position in FDV in Q1 2025 and held it in 1 quarter. The position peaked at $9.94K in Q1 2025. 48 funds tracked by Wall St. Rank hold FDV as of Q2 2025.

  • AssetMark Inc reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • AssetMark Inc sold 353 Federated Hermes US Strategic Dividend ETF shares in Q2 2025, an estimated $9.94K.
  • AssetMark Inc first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2025 and held it in 1 quarter.
  • AssetMark Inc's Federated Hermes US Strategic Dividend ETF position peaked at $9.94K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.