Gerber Kawasaki Wealth & Investment Management Spdr Ssga Us Large Cap Low Vol Transaction History
Gerber Kawasaki Wealth & Investment Management
- $1.83 Billion
- Q1 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 294,118 shares of LGLV stock, worth $44.7 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
294,118
Previous 269,958
8.95%
Holding current value
$44.7 Million
Previous $39.1 Million
17.01%
% of portfolio
2.5%
Previous 2.34%
Shares
14 transactions
Others Institutions Holding LGLV
# of Institutions
156Shares Held
3.17MCall Options Held
0Put Options Held
0-
Syntegra Private Wealth Group, LLC Chesterfield, MO577KShares$87.6 Million11.59% of portfolio
-
Congress Wealth Management LLC Boston, MA314KShares$47.7 Million0.87% of portfolio
-
Baltimore Washington Financial Advisors, Inc.263KShares$39.9 Million2.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC182KShares$27.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY157KShares$23.9 Million0.0% of portfolio