Gerber Kawasaki Wealth & Investment Management Spdr Ssga Us Large Cap Low Vol Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 238,752 shares of LGLV stock, worth $38.8 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares

238,752

Previous 319,855 25.36%

Holding current value

$38.8 Million

Previous $48.8 Million 17.2%

% of portfolio

1.87%

Previous 2.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$151.63 - $169.74 $12.3 Million - $13.8 Million	-81,103 Reduced 25.36%	238,752 $40.4 Million
Q2 2024 Aug 13, 2024	BUY	$147.68 - $155.59 $3.8 Million - $4 Million	25,737 Added 8.75%	319,855 $48.8 Million
Q1 2024 May 13, 2024	BUY	$144.21 - $155.74 $3.48 Million - $3.76 Million	24,160 Added 8.95%	294,118 $45.8 Million
Q4 2023 Feb 12, 2024	BUY	$130.07 - $145.59 $3.51 Million - $3.93 Million	27,007 Added 11.12%	269,958 $39.1 Million
Q3 2023 Nov 14, 2023	BUY	$133.53 - $143.85 $4.47 Million - $4.81 Million	33,446 Added 15.96%	242,951 $32.4 Million
Q2 2023 Aug 10, 2023	BUY	$133.6 - $140.61 $2.98 Million - $3.14 Million	22,306 Added 11.92%	209,505 $29.5 Million
Q1 2023 May 15, 2023	BUY	$130.44 - $140.63 $1.67 Million - $1.8 Million	12,792 Added 7.33%	187,199 $25.6 Million
Q4 2022 Feb 08, 2023	BUY	$122.6 - $141.03 $11.2 Million - $12.9 Million	91,635 Added 110.71%	174,407 $23.7 Million
Q3 2022 Nov 14, 2022	BUY	$123.39 - $143.89 $1.69 Million - $1.98 Million	13,729 Added 19.88%	82,772 $10.2 Million
Q2 2022 Aug 04, 2022	BUY	$124.76 - $146.81 $7.53 Million - $8.86 Million	60,334 Added 692.78%	69,043 $9.04 Million
Q1 2022 May 12, 2022	BUY	$132.75 - $149.18 $323,246 - $363,253	2,435 Added 38.81%	8,709 $1.25 Million
Q4 2021 Feb 11, 2022	BUY	$133.85 - $150.71 $152,589 - $171,809	1,140 Added 22.2%	6,274 $945,000
Q3 2021 Nov 15, 2021	BUY	$133.4 - $142.58 $123,528 - $132,029	926 Added 22.01%	5,134 $684,000
Q2 2021 Aug 11, 2021	BUY	$126.3 - $135.02 $201,448 - $215,356	1,595 Added 61.04%	4,208 $560,000
Q1 2021 May 07, 2021	BUY	$115.39 - $126.42 $57,579 - $63,083	499 Added 23.6%	2,613 $327,000
Q4 2020 Feb 09, 2021	BUY	$105.25 - $120.39 $222,498 - $254,504	2,114 New	2,114 $253,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Gerber Kawasaki Wealth & Investment Management Spdr Ssga Us Large Cap Low Vol Transaction History