Global Wealth Management Investment Advisory, Inc. Global X Superincome Preferred Transaction History

Global Wealth Management Investment Advisory, Inc.

$578 Million
Q3 2025

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$10.52 - $11.29 $2,324 - $2,495	-221 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	$11.52 - $11.73 $3,133 - $3,190	-272 Reduced 55.17%	221 $3,000
Q1 2019 May 10, 2019	SELL	$11.12 - $11.67 $14,778 - $15,509	-1,329 Reduced 72.94%	493 $6,000
Q4 2018 Feb 14, 2019	BUY	$10.92 - $11.86 $19,896 - $21,608	1,822 New	1,822 $20,000

Others Institutions Holding SPFF

# of Institutions

Shares Held

2.96M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

635K
Shares

$5.81 Million
0.0% of portfolio
Sound Income Strategies, LLC

559K
Shares

$5.12 Million
0.29% of portfolio
Bank Of America Corp Charlotte, NC

205K
Shares

$1.88 Million
0.0% of portfolio
Morgan Stanley New York, NY

201K
Shares

$1.84 Million
0.0% of portfolio
Envestnet Asset Management Inc

168K
Shares

$1.54 Million
0.0% of portfolio

View Full List

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