Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr S&P Health Care Eq Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.83 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	N/A	-2,998 Closed	0 $0
Q1 2022 May 12, 2022	BUY	N/A	757 Added 33.78%	2,998 $335,000
Q4 2021 Feb 11, 2022	BUY	N/A	327 Added 17.08%	2,241 $262,000
Q3 2021 Nov 15, 2021	BUY	N/A	154 Added 8.75%	1,914 $239,000
Q2 2021 Aug 11, 2021	BUY	N/A	1,760 New	1,760 $227,000

Others Institutions Holding XHE

# of Institutions

115

Shares Held

1.21M

Call Options Held

4.9K

Put Options Held

4.8K

Morgan Stanley New York, NY

253K
Shares

$21 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$9.33 Million
0.01% of portfolio
Ubs Group Ag

56.6K
Shares

$4.7 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

41K
Shares

$3.41 Million
2.83% of portfolio
Royal Fund Management, LLC

33.6K
Shares

$2.79 Million
0.3% of portfolio

View Full List

About SPDR SER TR S&P HEALTH CARE EQ

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