Global Wealth Management Investment Advisory, Inc. Invesco Exchange Traded Fd Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$64.6 - $72.81 $19,380 - $21,843	-300 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$53.19 - $67.87 $15,957 - $20,361	300 New	300 $20,000
Q3 2019 Nov 14, 2019	SELL	$63.52 - $69.48 $6,352 - $6,948	-100 Closed	0 $0
Q2 2019 Aug 20, 2019	BUY	$58.31 - $65.5 $5,831 - $6,550	100 New	100 $6,000

Others Institutions Holding PPA

# of Institutions

378

Shares Held

20.8M

Call Options Held

8.4K

Put Options Held

2.8K

Bank Of America Corp Charlotte, NC

6.27M
Shares

$743 Million
0.06% of portfolio
Morgan Stanley New York, NY

1.86M
Shares

$220 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.39M
Shares

$165 Million
0.07% of portfolio
Ubs Group Ag

651K
Shares

$77.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

582K
Shares

$68.9 Million
0.02% of portfolio

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