Global Wealth Management Investment Advisory, Inc. Discover Financial Services Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$75.17 - $86.7 $1,804 - $2,080	-24 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	$73.5 - $82.27 $7,350 - $8,227	-100 Reduced 80.65%	24 $2,000
Q1 2019 May 10, 2019	BUY	$58.41 - $73.66 $5,841 - $7,366	100 Added 416.67%	124 $9,000
Q4 2018 Feb 14, 2019	BUY	$55.09 - $78.01 $1,322 - $1,872	24 New	24 $1,000

Others Institutions Holding DFS

# of Institutions

1,135

Shares Held

207M

Call Options Held

848K

Put Options Held

1.08M

Vanguard Group Inc Valley Forge, PA

30.5M
Shares

$4.28 Billion
0.08% of portfolio
Capital World Investors Los Angeles, CA

20.3M
Shares

$2.84 Billion
0.44% of portfolio
Black Rock Inc. New York, NY

19.4M
Shares

$2.72 Billion
0.06% of portfolio
State Street Corp Boston, MA

10.4M
Shares

$1.46 Billion
0.06% of portfolio
Geode Capital Management, LLC Boston, MA

6.09M
Shares

$855 Million
0.07% of portfolio

View Full List

About Discover Financial Services

Ticker DFS
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 273,225,984
Market Cap $38.3B
Description
Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...

More about DFS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Account