Gerber Kawasaki Wealth & Investment Management First Tr Exchange Traded Fd Fi Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$44.17 - $48.6 $6,139 - $6,755	-139 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$41.42 - $46.05 $5,757 - $6,400	139 New	139 $6,000

Others Institutions Holding FXO

# of Institutions

200

Shares Held

10.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.92M
Shares

$108 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.38M
Shares

$78.1 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$76.4 Million
0.03% of portfolio
Ubs Group Ag

445K
Shares

$25.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

437K
Shares

$24.7 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
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