Global Wealth Management Investment Advisory, Inc. Invesco Exchange Traded Fd Tr 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
Q2 2019 Aug 20, 2019	SELL	$20.61 - $21.73 $1,030 - $1,086	-50 Closed	0 $0
Q1 2019 May 10, 2019	BUY	$19.77 - $21.03 $988 - $1,051	50 New	50 $1,000

Others Institutions Holding PBP

# of Institutions

Shares Held

2.14M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

530K
Shares

$11.9 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.5 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.39 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.45 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.43 Million
0.7% of portfolio

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