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First Tr Exchng Traded Fd Vi shares owned by Gerber Kawasaki Wealth & Investment Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (DSEP) shares owned by Gerber Kawasaki Wealth & Investment Management from 13F filings

Historical chart of Gerber Kawasaki Wealth & Investment Management investment in First Tr Exchng Traded Fd Vi

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi held by Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchng Traded Fd Vi by Gerber Kawasaki Wealth & Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 6.0k 38.19
2023-06-30 $215k 6.3k 34.21
2022-12-31 $231k 7.5k 30.65

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View all positions for Gerber Kawasaki Wealth & Investment Management

Top funds holding First Tr Exchng Traded Fd Vi

Envestnet Asset Management
Kestra Advisory Services
AE Wealth Management
CWM
Branch Banking & Trust Company
Advisor Group Holdings
Ogorek Anthony Joseph
Commonwealth Equity Services
Cetera Investment Advisers
LPL Financial
Cambridge Investment Research Advisors
Ignite Planners
Rockefeller Capital Management
Harbour Investments
Mutual Advisors

View all funds holding First Tr Exchng Traded Fd Vi