Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Intermediate Te Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 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 24,999 shares of SPIB stock, worth $826,216. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,999
Previous 25,526
2.06%
Holding current value
$826,216
Previous $860,000
4.88%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio