Gerber Kawasaki Wealth & Investment Management Spdr S&P Software & Services E Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.83 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	N/A	-75 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	75 New	75 $12,000

Others Institutions Holding XSW

# of Institutions

Shares Held

1.3M

Call Options Held

3.8K

Put Options Held

300

Bank Of America Corp Charlotte, NC

397K
Shares

$60.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$21.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

74.7K
Shares

$11.3 Million
0.0% of portfolio
Mc Guire Investment Group, LLC

68K
Shares

$10.3 Million
1.56% of portfolio
New Harbor Financial Group, LLC Leominster, MA

67K
Shares

$10.2 Million
3.35% of portfolio

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About SPDR S&P SOFTWARE & SERVICES E

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