Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Intermediate Te Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.21 Billion
- Q1 2025
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 20,684 shares of SPIB stock, worth $692,707. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,684
Previous 24,999
17.26%
Holding current value
$692,707
Previous $818,000
16.01%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding SPIB
# of Institutions
627Shares Held
246MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.41 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.4 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$332 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$233 Million0.22% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC5.51MShares$185 Million3.11% of portfolio