Global Wealth Management Investment Advisory, Inc. Ishares Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$482 Million
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	BUY	$112.53 - $120.52 $3,600 - $3,856	32 New	32 $4,000

Others Institutions Holding GBF

# of Institutions

Shares Held

1.83M

Call Options Held

Put Options Held

Assetmark, Inc

372K
Shares

$38.3 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

230K
Shares

$23.7 Million
0.0% of portfolio
Destination Wealth Management

172K
Shares

$17.7 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

135K
Shares

$13.8 Million
0.17% of portfolio
Morgan Stanley New York, NY

128K
Shares

$13.2 Million
0.0% of portfolio

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