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

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 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 11,914 shares of TAXF stock, worth $600,227. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,914

Previous 11,343 5.03%

Holding current value

$600,227

Previous $571,000 7.18%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

7.95M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR DIVERSIF

Ticker TAXF
Sector ETFs
Industry ETFs

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