Global Wealth Management Investment Advisory, Inc. Spdr Index Shs Fd Spdr S&P Int Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	$29.18 - $29.78 $3,735 - $3,811	-128 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-161 Reduced 55.71%	128 $4,000
Q1 2019 May 10, 2019	SELL	N/A	-756 Reduced 72.34%	289 $9,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,045 New	1,045 $29,000

Others Institutions Holding GWX

# of Institutions

219

Shares Held

13.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.03M
Shares

$33.1 Million
0.02% of portfolio
Envestnet Asset Management Inc

769K
Shares

$24.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

680K
Shares

$21.9 Million
0.0% of portfolio
Assetmark, Inc

556K
Shares

$17.9 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

503K
Shares

$16.2 Million
0.04% of portfolio

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