OCPWS
AMK

One Charles Private Wealth Services’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

One Charles Private Wealth Services’s Portfolio AMK Stock Details AMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$1.43M Hold
2024
Q1 		$1.47M Hold
2023
Q4 		$1.24M Buy