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	$25.68 - $29.78 $7,010 - $8,129	-273 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$25.39 - $29.86 $6,931 - $8,151	273 New	273 $7,000

Others Institutions Holding HEZU

# of Institutions

Shares Held

5.96M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

1.17M
Shares

$41.7 Million
0.0% of portfolio
Permanens Capital L.P. New York, NY

490K
Shares

$17.4 Million
3.71% of portfolio
Jpmorgan Chase & CO New York, NY

395K
Shares

$14 Million
0.0% of portfolio
Connecticut Wealth Management, LLC

326K
Shares

$11.6 Million
0.58% of portfolio
55 I, LLC Boston, MA

300K
Shares

$10.7 Million
0.24% of portfolio

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