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

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 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

1.78M

Call Options Held

Put Options Held

Assetmark, Inc

372K
Shares

$38 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

230K
Shares

$23.5 Million
0.0% of portfolio
Destination Wealth Management

172K
Shares

$17.6 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

$13.1 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker GBF
Sector ETFs
Industry ETFs

More about GBF

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