Bank Of Montreal Advisorshares Tr Gerber Kawasa Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$15.94 - $17.96 $5,738 - $6,465	360 New	360 $6,000
Q1 2023 Jun 13, 2024	BUY	$14.76 - $17.6 $10,597 - $12,636	718 New	718 $12,000

Others Institutions Holding GK

# of Institutions

5

Shares Held

823K

Call Options Held

0

Put Options Held

0

Gerber Kawasaki Wealth & Investment Management

821K
Shares

$18.3 Million
0.81% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

2.18K
Shares

$48,459
0.0% of portfolio
Northwestern Mutual Wealth Management CO

100
Shares

$2,227
0.0% of portfolio
Morgan Stanley New York, NY

1
Shares

$22
0.0% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About ADVISORSHARES TR GERBER KAWASA

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