Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 1500 Compos Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $1.83 Billion
  • Q1 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 4,179 shares of SPTM stock, worth $281,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,179
Previous 4,166 0.31%
Holding current value
$281,998
Previous $243,000 10.29%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$57.38 - $64.15 $745 - $833
13 Added 0.31%
4,179 $268,000
Q4 2023

Feb 12, 2024
BUY
$50.31 - $58.65 $804 - $938
16 Added 0.39%
4,166 $243,000
Q3 2023

Nov 14, 2023
BUY
$52.22 - $56.31 $8,094 - $8,728
155 Added 3.88%
4,150 $217,000
Q2 2023

Aug 10, 2023
BUY
$49.75 - $54.44 $198,751 - $217,487
3,995 New
3,995 $217,000

Others Institutions Holding SPTM

# of Institutions
603
Shares Held
83.6M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email