Global Wealth Management Investment Advisory, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 20, 2019	SELL	$50.24 - $51.79 $1,959 - $2,019	-39 Closed	0 $0
Q1 2019 May 10, 2019	SELL	$49.43 - $50.64 $4,201 - $4,304	-85 Reduced 68.55%	39 $2,000
Q4 2018 Feb 14, 2019	BUY	$48.4 - $49.34 $6,001 - $6,118	124 New	124 $6,000

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11.4M
Shares

$499 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

8.81M
Shares

$386 Million
0.19% of portfolio
Signature Estate & Investment Advisors LLC

7.79M
Shares

$341 Million
8.16% of portfolio
Wells Fargo & Company San Francisco, CA

7.02M
Shares

$307 Million
0.07% of portfolio
Ubs Group Ag

3.63M
Shares

$159 Million
0.04% of portfolio

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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