Gerber Kawasaki Wealth & Investment Management American Centy ETF Tr Diversif Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.56 Billion
  • Q2 2025

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 13,030 shares of TAXF stock, worth $660,230. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,030
Previous 13,355 2.43%
Holding current value
$660,230
Previous $660,000 3.48%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$47.8 - $49.79 $15,534 - $16,181
-325 Reduced 2.43%
13,030 $637,000
Q1 2025

May 14, 2025
BUY
$49.19 - $50.86 $33,154 - $34,279
674 Added 5.32%
13,355 $660,000
Q4 2024

Feb 14, 2025
BUY
$49.94 - $51.44 $38,303 - $39,454
767 Added 6.44%
12,681 $635,000
Q3 2024

Nov 13, 2024
BUY
$50.16 - $51.43 $28,641 - $29,366
571 Added 5.03%
11,914 $612,000
Q2 2024

Aug 13, 2024
BUY
$49.73 - $50.54 $8,105 - $8,238
163 Added 1.46%
11,343 $571,000
Q1 2024

May 13, 2024
BUY
$50.35 - $51.11 $48,990 - $49,730
973 Added 9.53%
11,180 $565,000
Q4 2023

Feb 12, 2024
BUY
$47.22 - $51.02 $481,974 - $520,761
10,207 New
10,207 $520,000
Q1 2023

May 15, 2023
SELL
$49.09 - $50.78 $61,313 - $63,424
-1,249 Reduced 10.66%
10,465 $526,000
Q4 2022

Feb 08, 2023
BUY
$47.14 - $49.7 $552,197 - $582,185
11,714 New
11,714 $573,000

Others Institutions Holding TAXF

# of Institutions
101
Shares Held
8.74M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR DIVERSIF

TAXF Quotes by TradingView
  • Ticker TAXF
  • Sector ETFs
  • Industry ETFs
More about TAXF
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