Global Wealth Management Investment Advisory, Inc. Ishare Morningstar Mid Cap Gro 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 2022 May 17, 2022	SELL	$58.98 - $72.55 $9,082 - $11,172	-154 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$67.2 - $73.35 $10,348 - $11,295	154 New	154 $11,000

Others Institutions Holding IMCG

# of Institutions

339

Shares Held

17.1M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

1.21M
Shares

$92.8 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

987K
Shares

$75.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

794K
Shares

$60.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$53.3 Million
0.07% of portfolio
Northwestern Mutual Wealth Management CO

603K
Shares

$46.2 Million
0.04% of portfolio

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