Real-time context
Recent institutional portfolio disclosures and position changes.
ASSETMARK, INC, a registered investment adviser, initiated a new position in SPDR Bloomberg High Yield Bond ETF (AMEX:JNK) during Q4 2025, according to its most recent 13F filing…
Read morePPSC Investment Service Corp, a registered investment adviser, initiated a new position in Direxion Daily S&P500 Bull 3X Shares (AMEX:SPXL) during Q4 2025, according to its most…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in iShares iBoxx $ High Yield Corporate Bond ETF (AMEX:HYG) during Q4 2025, according to its most recent…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in iShares U.S. Treasury Bond ETF (CBOE:GOVT) during Q4 2025, according to its most recent 13F filing…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Meta Platforms, Inc. (NASDAQ:META) during Q4 2025, according to its most recent 13F filing with the…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in iShares Core MSCI Emerging Markets ETF (AMEX:IEMG) during Q4 2025, according to its most recent 13F…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Vanguard Mid-Cap Growth ETF (NYSE:VOT) during Q4 2025, according to its most recent 13F filing with…
Read moreBAILLIE GIFFORD & CO, a registered investment adviser, initiated a new position in Ryanair Holdings plc (NASDAQ:RYAAY) during Q4 2025, according to its most recent 13F filing with…
Read moreMastercard Foundation Asset Management Corp, a registered investment adviser, initiated a new position in Vanguard Total Bond Market Index Fund (NASDAQ:BND) during Q4 2025,…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in iShares Core S&P 500 ETF (AMEX:IVV) during Q4 2025, according to its most recent 13F filing with the…
Read moreBAILLIE GIFFORD & CO, a registered investment adviser, initiated a new position in DoorDash, Inc. (NASDAQ:DASH) during Q4 2025, according to its most recent 13F filing with the…
Read moreValmark Advisers, Inc., a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q4 2025, according to its most recent…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in iShares Core MSCI EAFE ETF (CBOE:IEFA) during Q4 2025, according to its most recent 13F filing with…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Apple Inc. (NASDAQ:AAPL) during Q4 2025, according to its most recent 13F filing with the Securities…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Vanguard Mid-Cap Value Index Fund (AMEX:VOE) during Q4 2025, according to its most recent 13F filing…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Alphabet Inc. (NASDAQ:GOOGL) during Q4 2025, according to its most recent 13F filing with the…
Read morePower Alpha Investment Ltd, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q4 2025, according to its most recent 13F filing…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (AMEX:MINT) during Q4 2025, according to its…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Microsoft Corporation (NASDAQ:MSFT) during Q4 2025, according to its most recent 13F filing with the…
Read moreASSETMARK, INC, a registered investment adviser, initiated a new position in Vanguard Small Cap Value Index Fund (AMEX:VBR) during Q4 2025, according to its most recent 13F filing…
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