KeyBank National Association’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,478	Closed	-$265K	–	1135
2024 Q1	$265K	Hold	7,478	–	–	﹤0.01%	961
2023 Q4	$224K	Buy	+7,478	New	+$224K	﹤0.01%	1009