Gerber Kawasaki Wealth & Investment Management American Centy ETF Tr Diversif Transaction History
Gerber Kawasaki Wealth & Investment Management
- $1.98 Billion
- Q2 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 11,343 shares of TAXF stock, worth $581,895. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,343
Previous 11,180
1.46%
Holding current value
$581,895
Previous $565,000
1.06%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding TAXF
# of Institutions
80Shares Held
6.84MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.94MShares$99.3 Million0.03% of portfolio
-
Cwm, LLC767KShares$39.3 Million0.18% of portfolio
-
Cx Institutional496KShares$25.4 Million1.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC400KShares$20.5 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI363KShares$18.6 Million3.06% of portfolio