True Wealth Design, LLC Advisorshares Tr Gerber Kawasa Call Options Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GK
# of Institutions
6Shares Held
900KCall Options Held
0Put Options Held
0-
Gerber Kawasaki Wealth & Investment Management895KShares$19.7 Million0.79% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.35KShares$95,5910.0% of portfolio
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Bartlett & Co. Wealth Management LLC Cincinnati, OH340Shares$7,4690.0% of portfolio
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Ubs Group Ag280Shares$6,1510.0% of portfolio
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Morgan Stanley New York, NY1Shares$210.0% of portfolio