Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08-10-2023 | 06-30-2023 | 264 | 1,489,794,657 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALBEMARLE CORP | COM | 301 | $244,329 | 1,095 | 0.00 | 1,095 | +Inf | 06-30-2023 | |
| UNION PAC CORP | COM | 302 | $243,921 | 1,192 | 0.00 | 0.00 | -74 | -5.85 | 06-30-2023 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 303 | $242,806 | 37,470 | 0.00 | 0.00 | -13,100 | -25.90 | 06-30-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 304 | $238,122 | 1,780 | 0.00 | 0.00 | -111 | -5.87 | 06-30-2023 |
