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

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 35,680 shares of FSEP stock, worth $1.65 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

35,680

Previous 35,890 0.59%

Holding current value

$1.65 Million

Previous $1.57 Million 2.1%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$42.73 - $44.94 $8,973 - $9,437	-210 Reduced 0.59%	35,680 $1.6 Million
Q2 2024 Aug 13, 2024	SELL	$41.45 - $43.76 $40,952 - $43,234	-988 Reduced 2.68%	35,890 $1.57 Million
Q1 2024 May 13, 2024	BUY	$39.77 - $42.49 $1.47 Million - $1.57 Million	36,878 New	36,878 $1.57 Million
Q3 2023 Nov 14, 2023	BUY	$36.98 - $39.0 $167,519 - $176,670	4,530 Added 11.74%	43,120 $1.6 Million
Q2 2023 Aug 10, 2023	SELL	$35.01 - $37.98 $294,504 - $319,487	-8,412 Reduced 17.9%	38,590 $1.47 Million
Q1 2023 May 15, 2023	BUY	$33.22 - $35.75 $144,872 - $155,905	4,361 Added 10.23%	47,002 $1.66 Million
Q4 2022 Feb 08, 2023	BUY	$31.46 - $34.68 $827,744 - $912,465	26,311 Added 161.12%	42,641 $1.43 Million
Q3 2022 Nov 14, 2022	BUY	$31.56 - $34.27 $515,374 - $559,629	16,330 New	16,330 $515,000

Others Institutions Holding FSEP

# of Institutions

113

Shares Held

4.96M

Call Options Held

Put Options Held

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About FIRST TR ETF VIII CBOE VEST US

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