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AdvisorShares Gerber Kawasaki ETF

3 hedge funds and large institutions have $19.3M invested in AdvisorShares Gerber Kawasaki ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$19.2M +$1.34M +61,530 +7%
Osaic Holdings
2
Osaic Holdings
Arizona
$47.4K
Morgan Stanley
3
Morgan Stanley
New York
$22
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
-$2.14K -100 Closed