Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 600 Small C 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 S&P 600 Small C stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 724,357 shares of SPSM stock, worth $31.3 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
724,357
Previous 674,962
7.32%
Holding current value
$31.3 Million
Previous $30.3 Million
2.62%
% of portfolio
1.34%
Previous 1.33%
Shares
8 transactions
Others Institutions Holding SPSM
# of Institutions
976Shares Held
201MCall Options Held
64.8KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$970 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$698 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$244 Million0.04% of portfolio