Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.21 Billion
- Q1 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 6,833 shares of SPDW stock, worth $275,916. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,833
Previous 6,908
1.09%
Holding current value
$275,916
Previous $235,000
5.53%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.5 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC13MShares$524 Million1.88% of portfolio