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IBDIBD
4 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in NORTHERN LTS FD TR IV

ASSETMARK, INC holds 222,966 shares of IBD (NORTHERN LTS FD TR IV), worth $5.3M as of 2026-Q2. The position was increased (+5.1% shares). IBD represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$5.3M

Current Shares

222,966

Total Value Change

+$588,937

Total Shares Change

+27,895

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
222,966
+5.1%
$5.3M0.0%$23.69
28
2026-Q1
Increased
212,075
+1.4%
$5.1M0.0%$23.53
27
2025-Q4
Increased
209,196
+7.2%
$5.1M0.0%$23.64
29
2025-Q3
New
195,071
-
$4.7M0.0%$23.32
37

Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC

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