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

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 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

1.77M

Call Options Held

Put Options Held

Assetmark, Inc

382K
Shares

$40.1 Million
0.12% of portfolio
Jpmorgan Chase & CO New York, NY

237K
Shares

$24.9 Million
0.0% of portfolio
Destination Wealth Management

168K
Shares

$17.6 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

146K
Shares

$15.3 Million
0.19% of portfolio
Morgan Stanley New York, NY

138K
Shares

$14.5 Million
0.0% of portfolio

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