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

Global Wealth Management Investment Advisory, Inc.

$407 Million
Q1 2024

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

3.21M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

757K
Shares

$7.01 Million
0.0% of portfolio
Sound Income Strategies, LLC

514K
Shares

$4.76 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

458K
Shares

$4.24 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

224K
Shares

$2.07 Million
0.0% of portfolio
Morgan Stanley New York, NY

188K
Shares

$1.74 Million
0.0% of portfolio

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