Global Wealth Management Investment Advisory, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	N/A	-92 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	92 New	92 $2,000

Others Institutions Holding FPEI

# of Institutions

165

Shares Held

51.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11.6M
Shares

$220 Million
0.02% of portfolio
Ubs Group Ag

7.37M
Shares

$139 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.52M
Shares

$85.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

3.08M
Shares

$58.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.88M
Shares

$54.4 Million
0.03% of portfolio

View Full List

About FIRST TR ETF III INSTL PFD SEC

Ticker FPEI
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