Global Wealth Management Investment Advisory, Inc. Goldman Sachs ETF Tr Activebet Transaction History

Global Wealth Management Investment Advisory, Inc.

$490 Million
Q1 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 11, 2021	SELL	$33.46 - $36.11 $23,522 - $25,385	-703 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$31.69 - $33.49 $22,278 - $23,543	703 New	703 $23,000
Q3 2019 Nov 14, 2019	SELL	$26.98 - $29.11 $1,996 - $2,154	-74 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$27.5 - $29.04 $2,035 - $2,148	74 New	74 $2,000

Others Institutions Holding GSIE

# of Institutions

297

Shares Held

102M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

20.5M
Shares

$645 Million
0.15% of portfolio
Lpl Financial LLC Fort Mill, SC

6.89M
Shares

$217 Million
0.09% of portfolio
Betterment LLC New York, NY

5.1M
Shares

$161 Million
0.39% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

4.55M
Shares

$143 Million
5.18% of portfolio
Bank Of America Corp Charlotte, NC

3.38M
Shares

$107 Million
0.01% of portfolio

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