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 6 institutions that hold shares in the stock, with a total of 899,967 shares, which have been reported (via 13F filing form) to have a value of $19.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
894,995
shares
|
$19.7 Million
0.79% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,351
shares
|
$95,939
0.0% of portfolio
|
Q1 2025
Added 99.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
340
shares
|
$7,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
280
shares
|
$6,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|