Global Wealth Management Investment Advisory, Inc. First Tr Tactical High Yield L Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$48.43 - $49.23 $1,743 - $1,772	-36 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$46.08 - $47.88 $3,732 - $3,878	-81 Reduced 69.23%	36 $2,000
Q2 2020 Aug 12, 2020	SELL	$41.77 - $47.26 $15,329 - $17,344	-367 Reduced 75.83%	117 $5,000
Q1 2020 May 14, 2020	SELL	$37.51 - $49.05 $9,002 - $11,772	-240 Reduced 33.15%	484 $20,000
Q3 2019 Nov 14, 2019	SELL	$47.78 - $48.5 $18,347 - $18,624	-384 Reduced 34.66%	724 $35,000
Q2 2019 Aug 20, 2019	SELL	$47.54 - $48.35 $421,774 - $428,961	-8,872 Reduced 88.9%	1,108 $53,000
Q1 2019 May 10, 2019	SELL	$44.96 - $48.02 $731,679 - $781,477	-16,274 Reduced 61.99%	9,980 $477,000
Q4 2018 Feb 14, 2019	BUY	$44.51 - $47.86 $1.17 Million - $1.26 Million	26,254 New	26,254 $1.18 Million

Others Institutions Holding HYLS

# of Institutions

222

Shares Held

32M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$283 Million
0.54% of portfolio
Morgan Stanley New York, NY

5.31M
Shares

$221 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$132 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.8M
Shares

$117 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

2.09M
Shares

$86.8 Million
0.02% of portfolio

View Full List

About FIRST TR TACTICAL HIGH YIELD L

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