Global Wealth Management Investment Advisory, Inc. Schwab Fundamental U S Large C Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$53.84 - $57.58 $16,259 - $17,389	302 New	302 $17,000
Q1 2020 May 14, 2020	SELL	$27.15 - $43.59 $3,203 - $5,143	-118 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.15 - $42.78 $4,501 - $5,048	118 New	118 $5,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.19 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.9 Million
0.04% of portfolio

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