Global Wealth Management Investment Advisory, Inc. Ishares Currency Hedged Msci E Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$22.74 - $25.71 $10,119 - $11,440	-445 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$22.75 - $25.38 $10,123 - $11,294	445 New	445 $10,000

Others Institutions Holding HEEM

# of Institutions

Shares Held

3.72M

Call Options Held

Put Options Held

Tiaa Trust, National Association Charlotte, NC

727K
Shares

$19.9 Million
0.06% of portfolio
Amarillo National Bank

449K
Shares

$12.3 Million
2.42% of portfolio
Bank Of America Corp Charlotte, NC

379K
Shares

$10.3 Million
0.0% of portfolio
Tiaa, Fsb St. Louis, MO

334K
Shares

$9.11 Million
0.03% of portfolio
Coldstream Capital Management Inc

321K
Shares

$8.76 Million
0.2% of portfolio

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