Gerber Kawasaki Wealth & Investment Management First Tr ETF Viii Cboe Vest Us Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$37.44 - $39.12 $4,492 - $4,694	-120 Reduced 1.99%	5,900 $230,000
Q1 2024 May 13, 2024	BUY	$36.09 - $38.19 $217,261 - $229,903	6,020 New	6,020 $229,000
Q2 2023 Aug 10, 2023	BUY	$31.87 - $34.21 $200,302 - $215,009	6,285 New	6,285 $215,000
Q4 2022 Feb 08, 2023	BUY	$29.26 - $31.38 $220,415 - $236,385	7,533 New	7,533 $230,000

Others Institutions Holding DSEP

# of Institutions

Shares Held

2.11M

Call Options Held

Put Options Held

Spectrum Asset Management, Inc.

172K
Shares

$7.04 Million
2.9% of portfolio
Envestnet Asset Management Inc

172K
Shares

$7.03 Million
0.0% of portfolio
Kestra Advisory Services, LLC

161K
Shares

$6.62 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

104K
Shares

$4.27 Million
0.01% of portfolio
Cwm, LLC

100K
Shares

$4.11 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VIII CBOE VEST US

Ticker DSEP
Sector ETFs
Industry ETFs

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