True Wealth Design’s AdvisorShares Gerber Kawasaki ETF GK Stock Holding History

True Wealth Design’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
2023 Q2	–	Sell	-150	Closed	-$2.55K	–	821
2023 Q1	$2.55K	Hold	150	–	–	﹤0.01%	321
2022 Q4	$2.25K	Buy	+150	New	+$2.41K	﹤0.01%	291

Other funds holding GK

GKWIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

True Wealth Design's GK Position: Q2 2023 in Review

True Wealth Design sold out of AdvisorShares Gerber Kawasaki ETF (GK) in Q2 2023, closing a stake of 150 shares — an estimated $2.55K sold.

True Wealth Design first reported a position in GK in Q4 2022 and held it in 2 quarters. The position peaked at $2.55K in Q1 2023. 5 funds tracked by Wall St. Rank hold GK as of Q2 2023.

True Wealth Design reported no remaining AdvisorShares Gerber Kawasaki ETF position as of Q2 2023 after selling out during the quarter.
True Wealth Design sold 150 AdvisorShares Gerber Kawasaki ETF shares in Q2 2023, an estimated $2.55K.
True Wealth Design first reported a position in AdvisorShares Gerber Kawasaki ETF in Q4 2022 and held it in 2 quarters.
True Wealth Design's AdvisorShares Gerber Kawasaki ETF position peaked at $2.55K in Q1 2023.
5 funds tracked by Wall St. Rank held AdvisorShares Gerber Kawasaki ETF as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.