RIL
AMK

Rothschild Investment LLC’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Rothschild Investment LLC’s Portfolio AMK Stock Details AMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10
Closed -$346 – 3010
2024
Q2 		$346 Buy
10
+5
+100% +$173 ﹤0.01% 2223
2024
Q1 		$177 Buy
+5
New +$177 ﹤0.01% 1808