Global Wealth Management Investment Advisory, Inc. Spdr Portfolio Aggregate Bond Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 14, 2019	SELL	$29.25 - $29.64 $3,042 - $3,082	-104 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-246 Reduced 70.29%	104 $3,000
Q1 2019 May 10, 2019	SELL	N/A	-797 Reduced 69.49%	350 $10,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,147 New	1,147 $32,000

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

Lpl Financial LLC Fort Mill, SC

26.2M
Shares

$661 Million
0.31% of portfolio
Cwm, LLC

15.1M
Shares

$380 Million
1.69% of portfolio
State Street Corp Boston, MA

12.9M
Shares

$325 Million
0.01% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

11.9M
Shares

$301 Million
7.2% of portfolio
Envestnet Asset Management Inc

11.5M
Shares

$291 Million
0.1% of portfolio

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