VWM
AMK

Venturi Wealth Management’s AssetMark Financial Holdings, Inc. AMK Stock Holding History

Venturi Wealth Management’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
Q2 		– Sell
-33
Closed -$1.17K – 1548
2024
Q1 		$1.17K Sell
33
-11
-25% -$390 ﹤0.01% 1323
2023
Q4 		$1.32K Buy
+44
New +$1.32K ﹤0.01% 1296