Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 600 Small C 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 S&P 600 Small C stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 636,230 shares of SPSM stock, worth $29.4 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
636,230
Previous 586,063
8.56%
Holding current value
$29.4 Million
Previous $24.3 Million
18.96%
% of portfolio
1.34%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
910Shares Held
203MCall Options Held
39.5KPut Options Held
5.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.2MShares$1.02 Billion2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$900 Million0.41% of portfolio
-
Betterment LLC New York, NY15.5MShares$714 Million1.69% of portfolio
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Bank Of America Corp Charlotte, NC6.15MShares$284 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.59MShares$258 Million0.05% of portfolio