Global Wealth Management Investment Advisory, Inc. First Tr Nasdaq 100 Equal Weig Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$53.33 - $64.96 $5,333 - $6,495	-100 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$51.19 - $63.53 $5,119 - $6,353	100 New	100 $5,000

Others Institutions Holding QQEW

# of Institutions

261

Shares Held

10.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.53M
Shares

$214 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

988K
Shares

$138 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

801K
Shares

$112 Million
0.04% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$109 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

676K
Shares

$94.5 Million
0.03% of portfolio

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About FIRST TR NASDAQ 100 EQUAL WEIG

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