Global Wealth Management Investment Advisory, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$72.23 - $74.46 $1,733 - $1,787	24 New	24 $1,000
Q1 2020 May 14, 2020	SELL	$80.33 - $87.96 $68,441 - $74,941	-852 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$83.39 - $84.94 $71,048 - $72,368	852 New	852 $71,000
Q1 2019 May 10, 2019	SELL	N/A	-157 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	157 New	157 $12,000

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.01 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.23 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.62 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.43 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.59 Billion
0.07% of portfolio

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