Global Wealth Management Investment Advisory, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$31.77 - $35.05 $30,816 - $33,998	-970 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$28.26 - $37.71 $2,826 - $3,771	100 Added 11.49%	970 $32,000
Q1 2020 May 14, 2020	BUY	$25.66 - $44.35 $16,679 - $28,827	650 Added 295.45%	870 $26,000
Q4 2019 Feb 14, 2020	SELL	$40.96 - $44.03 $614 - $660	-15 Reduced 6.38%	220 $10,000
Q2 2019 Aug 20, 2019	SELL	$39.89 - $43.31 $2,792 - $3,031	-70 Reduced 22.95%	235 $10,000
Q1 2019 May 10, 2019	BUY	$37.85 - $42.55 $4,920 - $5,531	130 Added 74.29%	305 $13,000
Q4 2018 Feb 14, 2019	BUY	$36.52 - $41.87 $6,391 - $7,327	175 New	175 $7,000

Others Institutions Holding SPHD

# of Institutions

363

Shares Held

22.3M

Call Options Held

87.1K

Put Options Held

14.3K

Morgan Stanley New York, NY

2.92M
Shares

$143 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$94.3 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$55 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

1.11M
Shares

$54.6 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.02M
Shares

$49.8 Million
0.11% of portfolio

View Full List

About INVESCO ETF TR II S&P 500 HIGH

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