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 $8.68 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

298,687

Previous 317,564 5.94%

Holding current value

$8.68 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

249

Shares Held

43.6M

Call Options Held

6.7K

Put Options Held

60.7K

View Full List

About SPDR SER TR SPDR MSCI ACWI EX

Ticker CWI
Sector ETFs
Industry ETFs

More about CWI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account

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