Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Ser Tr Spdr Msci Acwi Ex stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 298,687 shares of CWI stock, worth $8.36 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

298,687

Previous 317,564 5.94%

Holding current value

$8.36 Million

Previous $8.99 Million 1.13%

% of portfolio

0.42%

Previous 0.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$27.15 - $30.78 $512,510 - $581,034	-18,877 Reduced 5.94%	298,687 $9.09 Million
Q2 2024 Aug 13, 2024	BUY	$27.18 - $29.31 $35,660 - $38,454	1,312 Added 0.41%	317,564 $8.99 Million
Q1 2024 May 13, 2024	SELL	$26.02 - $28.41 $32.1 Million - $35 Million	-1,231,852 Reduced 79.57%	316,252 $8.98 Million
Q4 2023 Feb 12, 2024	BUY	$23.83 - $27.04 $1.6 Million - $1.81 Million	67,011 Added 4.52%	1,548,104 $41.9 Million
Q3 2023 Nov 14, 2023	BUY	$24.77 - $27.04 $6.34 Million - $6.92 Million	255,971 Added 20.89%	1,481,093 $36.9 Million
Q2 2023 Aug 10, 2023	BUY	$25.26 - $26.55 $13.5 Million - $14.2 Million	534,359 Added 77.36%	1,225,122 $32 Million
Q1 2023 May 15, 2023	BUY	$24.17 - $26.36 $2.01 Million - $2.2 Million	83,307 Added 13.71%	690,763 $17.8 Million
Q4 2022 Feb 08, 2023	BUY	$21.09 - $25.07 $9.76 Million - $11.6 Million	462,747 Added 319.78%	607,456 $14.6 Million
Q3 2022 Nov 14, 2022	SELL	$21.19 - $25.02 $95,015 - $112,189	-4,484 Reduced 3.01%	144,709 $3.07 Million
Q2 2022 Aug 04, 2022	BUY	$23.43 - $28.02 $387,297 - $463,170	16,530 Added 12.46%	149,193 $3.55 Million
Q1 2022 May 12, 2022	BUY	$25.48 - $29.95 $3 Million - $3.52 Million	117,595 Added 780.43%	132,663 $3.65 Million
Q4 2021 Feb 11, 2022	BUY	$28.37 - $30.32 $427,479 - $456,861	15,068 New	15,068 $441,000

Others Institutions Holding CWI

# of Institutions

235

Shares Held

42M

Call Options Held

6.7K

Put Options Held

60.7K

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About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
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Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Spdr Msci Acwi Ex Transaction History