Global Wealth Management Investment Advisory, Inc. First Trust Multi Asset Divers 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
Q2 2019 Aug 20, 2019	SELL	$18.11 - $18.75 $23,905 - $24,750	-1,320 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$16.92 - $18.47 $22,334 - $24,380	1,320 New	1,320 $24,000

Others Institutions Holding MDIV

# of Institutions

101

Shares Held

9.06M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.38M
Shares

$22.8 Million
3.37% of portfolio
Lpl Financial LLC Fort Mill, SC

972K
Shares

$16.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

802K
Shares

$13.3 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

614K
Shares

$10.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

539K
Shares

$8.92 Million
0.0% of portfolio

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