Gerber Kawasaki Wealth & Investment Management First Tr ETF Vi Nasdaq Oil & G Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$25.65 - $31.02 $127,762 - $154,510	-4,981 Reduced 41.85%	6,921 $207,000
Q2 2023 Aug 10, 2023	SELL	$24.83 - $28.24 $174,256 - $198,188	-7,018 Reduced 37.09%	11,902 $313,000
Q1 2023 May 15, 2023	SELL	$24.88 - $30.16 $25,327 - $30,702	-1,018 Reduced 5.11%	18,920 $510,000
Q4 2022 Feb 08, 2023	SELL	$25.96 - $31.59 $36,941 - $44,952	-1,423 Reduced 6.66%	19,938 $557,000
Q3 2022 Nov 14, 2022	SELL	$22.03 - $28.88 $25,973 - $34,049	-1,179 Reduced 5.23%	21,361 $524,000
Q2 2022 Aug 04, 2022	BUY	$23.35 - $31.7 $154,553 - $209,822	6,619 Added 41.57%	22,540 $527,000
Q1 2022 May 12, 2022	BUY	$20.02 - $27.4 $318,738 - $436,235	15,921 New	15,921 $421,000

Others Institutions Holding FTXN

# of Institutions

101

Shares Held

3.58M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

637K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

507K
Shares

$15.1 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

282K
Shares

$8.42 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

185K
Shares

$5.53 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

134K
Shares

$3.99 Million
0.01% of portfolio

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About FIRST TR ETF VI NASDAQ OIL & G

Ticker FTXN
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