Gerber Kawasaki Wealth & Investment Management Spdr S&P 400 Mid Cap Value ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$63.95 - $71.85 $11,063 - $12,430	173 Added 5.86%	3,123 $202,000
Q2 2023 Aug 10, 2023	BUY	$62.86 - $68.78 $185,437 - $202,901	2,950 New	2,950 $202,000
Q2 2022 Aug 04, 2022	SELL	$58.95 - $70.77 $186,399 - $223,774	-3,162 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$65.94 - $72.42 $8,044 - $8,835	122 Added 4.01%	3,162 $222,000
Q4 2021 Feb 11, 2022	BUY	$66.5 - $72.84 $10,839 - $11,872	163 Added 5.67%	3,040 $216,000
Q3 2021 Nov 15, 2021	SELL	$64.04 - $69.55 $147,099 - $159,756	-2,297 Reduced 44.4%	2,877 $190,000
Q2 2021 Aug 11, 2021	BUY	$66.04 - $70.76 $341,690 - $366,112	5,174 New	5,174 $349,000

Others Institutions Holding MDYV

# of Institutions

371

Shares Held

27.5M

Call Options Held

400

Put Options Held

Wealth Enhancement Advisory Services, LLC

6.36M
Shares

$546 Million
1.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.39M
Shares

$119 Million
0.23% of portfolio
Lpl Financial LLC Fort Mill, SC

1.17M
Shares

$100 Million
0.04% of portfolio
Lutz Financial Services LLC

691K
Shares

$59.3 Million
4.46% of portfolio
Tiaa Trust, National Association Charlotte, NC

581K
Shares

$49.9 Million
0.14% of portfolio

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

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