Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 2,012,915 shares of SPYV stock, worth $107 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
2,012,915
Previous 1,865,202
7.92%
Holding current value
$107 Million
Previous $95.4 Million
7.77%
% of portfolio
4.66%
Previous 4.17%
Shares
18 transactions
Others Institutions Holding SPYV
# of Institutions
1,145Shares Held
438MCall Options Held
259KPut Options Held
32.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$479 Million0.13% of portfolio