ADVISORSHARES TR - GERBER KAWASAKI (GK)

CUSIP: 00768Y370

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / GERBER KAWASAKI
Total 13F shares
720,534
Share change
+50,034
Total reported value
$14,990,222
Price per share
$20.80
Number of holders
3
Value change
+$1,118,608
Number of buys
2
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 00768Y370?
CUSIP 00768Y370 identifies GK - ADVISORSHARES TR - GERBER KAWASAKI in SEC institutional holdings data.

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Institutional Holders of ADVISORSHARES TR - GERBER KAWASAKI (GK) as of Q1 2024

As of 31 Mar 2024, ADVISORSHARES TR - GERBER KAWASAKI (GK) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 720,534 shares. The largest 3 holders included Gerber Kawasaki Wealth & Investment Management, WELLS FARGO & COMPANY/MN, and MORGAN STANLEY. This page lists 3 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.