Global Wealth Management Investment Advisory, Inc. Spdr S&P Global Dividend ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	BUY	$56.08 - $60.37 $3,084 - $3,320	55 New	55 $3,000
Q2 2022 Aug 15, 2022	SELL	$60.54 - $68.42 $17,859 - $20,183	-295 Reduced 74.12%	103 $6,000
Q1 2022 May 17, 2022	SELL	$64.24 - $69.09 $26,531 - $28,534	-413 Reduced 50.92%	398 $27,000
Q4 2021 Feb 15, 2022	SELL	$63.91 - $68.15 $38,729 - $41,298	-606 Reduced 42.77%	811 $54,000
Q3 2021 Nov 16, 2021	SELL	$65.48 - $68.75 $261 - $275	-4 Reduced 0.28%	1,417 $93,000
Q2 2021 Aug 11, 2021	SELL	$66.45 - $71.4 $2,591 - $2,784	-39 Reduced 2.67%	1,421 $97,000
Q1 2021 May 17, 2021	SELL	$60.29 - $67.17 $14,228 - $15,852	-236 Reduced 13.92%	1,460 $97,000
Q4 2020 Feb 16, 2021	SELL	$51.98 - $62.68 $779 - $940	-15 Reduced 0.88%	1,696 $102,000
Q3 2020 Nov 16, 2020	SELL	$52.33 - $57.26 $21,507 - $23,533	-411 Reduced 19.37%	1,711 $91,000
Q2 2020 Aug 12, 2020	SELL	$45.77 - $58.56 $1,098 - $1,405	-24 Reduced 1.12%	2,122 $112,000
Q1 2020 May 14, 2020	SELL	$41.06 - $72.17 $410 - $721	-10 Reduced 0.46%	2,146 $103,000
Q4 2019 Feb 14, 2020	SELL	$65.9 - $71.89 $3,558 - $3,882	-54 Reduced 2.44%	2,156 $154,000
Q3 2019 Nov 14, 2019	SELL	$66.53 - $68.18 $9,380 - $9,613	-141 Reduced 6.0%	2,210 $149,000
Q2 2019 Aug 20, 2019	SELL	N/A	-16 Reduced 0.68%	2,351 $159,000
Q1 2019 May 10, 2019	SELL	N/A	-416 Reduced 14.95%	2,367 $157,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,783 New	2,783 $173,000

Others Institutions Holding WDIV

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

Ae Wealth Management LLC

333K
Shares

$22.1 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

117K
Shares

$7.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$6.71 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

93.3K
Shares

$6.17 Million
0.0% of portfolio
Intercontinental Wealth Advisors, LLC

88.4K
Shares

$5.85 Million
1.22% of portfolio

View Full List

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