ADVISORSHARES TR - GERBER KAWASAKI (GK)

CUSIP: 00768Y370

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / GERBER KAWASAKI
Total 13F shares
899,967
Share change
+15,284
Total reported value
$17,523,486
Price per share
$19.47
Number of holders
5
Value change
+$297,609
Number of buys
4

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 2025

As of 31 Mar 2025, ADVISORSHARES TR - GERBER KAWASAKI (GK) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 899,967 shares. The largest 5 holders included Gerber Kawasaki Wealth & Investment Management, OSAIC HOLDINGS, INC., BARTLETT & CO. WEALTH MANAGEMENT LLC, UBS Group AG, and MORGAN STANLEY. This page lists 5 institutional shareholders reporting positions in this security for the Q1 2025 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.