Gerber Kawasaki Wealth & Investment Management Pimco ETF Tr 1 5 Yr High Yield Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.83 Billion
Q1 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	N/A	-3 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	3 New	3 $3,000
Q1 2018 May 08, 2018	SELL	N/A	-4,366 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	N/A	318 Added 7.86%	4,366 $438,000
Q3 2017 Nov 13, 2017	BUY	N/A	730 Added 22.0%	4,048 $409,000

Q2 2017 Aug 09, 2017	BUY	N/A	3,318	3,318 $334,000

Others Institutions Holding HYS

# of Institutions

237

Shares Held

10M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

1.31M
Shares

$121 Million
0.01% of portfolio
Assetmark, Inc

660K
Shares

$61.2 Million
0.2% of portfolio
Morgan Stanley New York, NY

600K
Shares

$55.6 Million
0.0% of portfolio
Lloyd Advisory Services, Llc. Suwanee, GA

542K
Shares

$50.2 Million
16.28% of portfolio
Envestnet Asset Management Inc

530K
Shares

$49.1 Million
0.02% of portfolio

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About PIMCO ETF TR 1-5 YR HIGH YIELD

Ticker HYS
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