LM Advisors’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

LM Advisors’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
2024 Q1	–	Sell	-246	Closed	-$4.46K	–	407
2023 Q4	$4.46K	Buy	+246	New	+$4.15K	﹤0.01%	601

Other funds holding GK

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LM Advisors's GK Position: Q1 2024 in Review

LM Advisors sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q1 2024, closing a stake of 246 shares — an estimated $4.46K sold.

LM Advisors first reported a position in GK in Q4 2023 and held it in 1 quarter. The position peaked at $4.46K in Q4 2023. 3 funds tracked by Wall St. Rank hold GK as of Q1 2024.

LM Advisors reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 246 AdvisorShares Gerber Kawasaki ETF shares in Q1 2024, an estimated $4.46K.
LM Advisors first reported a position in AdvisorShares Gerber Kawasaki ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's AdvisorShares Gerber Kawasaki ETF position peaked at $4.46K in Q4 2023.
3 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.