ASSETMARK, INC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1344551
CONCORD, CA
All Filings in FPEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $821,807 | 43,253 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 FPEI | $734,027 | 37,856 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 FPEI | $688,813 | 35,616 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 FPEI | $640,703 | 33,739 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 FPEI | $588,470 | 31,469 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 FPEI | $523,169 | 27,977 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 FPEI | $8,211 | 447 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||