Global Wealth Management Investment Advisory, Inc. Vaneck ETF Tr Preferred Securi Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$18.22 - $19.45 $1,293 - $1,380	-71 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-69 Reduced 49.29%	71 $1,000
Q1 2019 May 10, 2019	SELL	N/A	-397 Reduced 73.93%	140 $3,000
Q4 2018 Feb 14, 2019	BUY	N/A	537 New	537 $10,000

Others Institutions Holding PFXF

# of Institutions

188

Shares Held

35.3M

Call Options Held

13.3K

Put Options Held

8.6K

International Assets Investment Management, LLC Orlando, FL

3.85M
Shares

$69.3 Million
0.44% of portfolio
Bank Of America Corp Charlotte, NC

3.42M
Shares

$61.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$56.8 Million
0.0% of portfolio
Comprehensive Wealth Management, LLC Lynnwood, WA

2.25M
Shares

$40.5 Million
27.17% of portfolio
Lpl Financial LLC Fort Mill, SC

2.14M
Shares

$38.4 Million
0.02% of portfolio

View Full List

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