Gerber Kawasaki Wealth & Investment Management American Centy ETF Tr Diversif Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.28 Billion
- Q4 2024
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in American Centy ETF Tr Diversif stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 12,681 shares of TAXF stock, worth $613,760. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,681
Previous 11,914
6.44%
Holding current value
$613,760
Previous $612,000
3.76%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding TAXF
# of Institutions
97Shares Held
8.51MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.95MShares$94.1 Million0.03% of portfolio
-
Cwm, LLC1.04MShares$50.2 Million0.22% of portfolio
-
Cx Institutional638KShares$30.9 Million1.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC556KShares$26.9 Million0.01% of portfolio
-
Goldstein Advisors, LLC Madison, WI420KShares$20.3 Million3.06% of portfolio