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 |
|---|---|---|---|---|---|---|---|---|---|
| PROSPECT CAP CORP | COM | 401 | $78,925 | 12,730 | 0.00 | 0.00 | -373 | -2.85 | 06-30-2023 |
| ROCKET LAB USA INC | COM | 402 | $66,000 | 11,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
