Institutional Ownership Advisorshares Tr Gerber Kawasa (GK)
This table provides information about the institutional ownership of Advisorshares Tr Gerber Kawasa (GK). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 823,253 shares, which have been reported (via 13F filing form) to have a value of $18.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
820,976
shares
|
$18.2 Million
0.81% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,176
shares
|
$48,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$2,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|