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

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 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

Call Options Held

Put Options Held

Permanens Capital L.P. New York, NY

1.21M
Shares

$44 Million
4.48% of portfolio
Black Rock Inc. New York, NY

1.17M
Shares

$42.8 Million
0.0% of portfolio
Connecticut Wealth Management, LLC

374K
Shares

$13.7 Million
0.7% of portfolio
55 I, LLC Boston, MA

300K
Shares

$10.9 Million
0.24% of portfolio
Lpl Financial LLC Fort Mill, SC

288K
Shares

$10.5 Million
0.01% of portfolio

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