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KATKAT
4 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in ADVISORS SER TR

ASSETMARK, INC holds 161 shares of KAT (ADVISORS SER TR), worth $8,704 as of 2026-Q2.

Current Value

$8,704

Current Shares

161

Total Value Change

-$5,139

Total Shares Change

-85

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
161
0.0%
$8,7040.0%$54.06
0
2026-Q1
Unchanged
161
0.0%
$8,6290.0%$57.18
0
2025-Q4
Decreased
161
-34.5%
$8,8550.0%$55.53
0
2025-Q3
New
246
-
$13,8430.0%$55.97
27

Other major holders of KAT: Focus Partners Wealth, MORGAN STANLEY

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