Pacific Capital Wealth Advisors, Inc Global X Fds Global X Consciou Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$23.81 - $28.6 $476 - $572	-20 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$22.18 - $25.46 $443 - $509	20 New	20 $0

Others Institutions Holding KRMA

# of Institutions

46

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

12.7M
Shares

$472 Million
2.6% of portfolio
Morgan Stanley New York, NY

2.39M
Shares

$88.8 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

153K
Shares

$5.68 Million
0.31% of portfolio
Goldman Sachs Group Inc New York, NY

105K
Shares

$3.89 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

55.8K
Shares

$2.07 Million
0.0% of portfolio

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Ticker KRMA
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