Bartlett & Co Wealth Management’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GK Stock Details GK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-340	Closed	-$6.62K	–	1285
2025 Q1	$6.62K	Buy	+340	New	+$7.27K	﹤0.01%	956

Other funds holding GK

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return