Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Intermediate Te Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.16 Billion
- Q3 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 25,526 shares of SPIB stock, worth $835,465. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,526
Previous 26,287
2.89%
Holding current value
$835,465
Previous $855,000
0.58%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.14 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
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Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio