Global Wealth Management Investment Advisory, Inc. Spdr Ser Tr Spdr Portfolio Tip 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	$28.24 - $28.68 $1,383 - $1,405	-49 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-63 Reduced 56.25%	49 $3,000
Q1 2019 May 10, 2019	SELL	N/A	-426 Reduced 79.18%	112 $6,000
Q4 2018 Feb 14, 2019	BUY	N/A	538 New	538 $29,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.3 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.8 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.4 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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