Gerber Kawasaki Wealth & Investment Management Spdr Nuveen Bloomberg Municipa Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$43.05 - $47.12 $16,186 - $17,717	-376 Reduced 6.64%	5,285 $248,000
Q3 2023 Nov 14, 2023	SELL	$43.67 - $46.49 $97,253 - $103,533	-2,227 Reduced 28.23%	5,661 $247,000
Q2 2023 Aug 10, 2023	SELL	$45.36 - $47.24 $7.18 Million - $7.48 Million	-158,350 Reduced 95.25%	7,888 $364,000
Q1 2023 May 15, 2023	SELL	$45.4 - $47.21 $1.85 Million - $1.92 Million	-40,675 Reduced 19.66%	166,238 $7.78 Million
Q4 2022 Feb 08, 2023	BUY	$43.48 - $46.24 $9 Million - $9.57 Million	206,913 New	206,913 $9.44 Million
Q4 2021 Feb 11, 2022	SELL	$51.25 - $51.8 $110,187 - $111,370	-2,150 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$51.57 - $52.51 $110,875 - $112,896	2,150 New	2,150 $110,000

Others Institutions Holding TFI

# of Institutions

316

Shares Held

67.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

17.1M
Shares

$777 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$522 Million
0.04% of portfolio
Betterment LLC New York, NY

6.9M
Shares

$313 Million
0.82% of portfolio
Northwestern Mutual Wealth Management CO

4.52M
Shares

$205 Million
0.2% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.01M
Shares

$182 Million
0.08% of portfolio

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