Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VT
Vanguard Total World Stk Index

ETFs
Q4 2020 Filed on Feb 16, 2021
17
$78.99 - $92.58 $1.34K - $1.57K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Feb 16, 2021
98
$21.96 - $36.93 $2.15K - $3.62K
RIO
Rio Tinto PLC

Basic Materials
Q4 2020 Filed on Feb 16, 2021
143
$55.42 - $76.61 $7.93K - $11K
SAN
Banco Santander, S.A.

Financial Services
Q4 2020 Filed on Feb 16, 2021
735
$1.85 - $3.4 $1.36K - $2.5K
SPMD
Spdr Portfolio

ETFs
Q4 2020 Filed on Feb 16, 2021
77
$33.07 - $40.57 $2.55K - $3.12K
ING
Ing Groep Nv

Financial Services
Q4 2020 Filed on Feb 16, 2021
719
$6.73 - $10.24 $4.84K - $7.36K
Translate Bio Inc
Q4 2020 Filed on Feb 16, 2021
90
N/A
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
500
$12.94 - $16.05 $6.47K - $8.03K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
200
$5.81 - $12.03 $1.16K - $2.41K
QLYS
Qualys, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
0
$87.85 - $125.48 $0 - $0
JAMF
Jamf Holding Corp.

Technology
Q4 2020 Filed on Feb 16, 2021
35
$29.46 - $36.75 $1.03K - $1.29K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2020 Filed on Feb 16, 2021
1
$39.03 - $45.5 $39 - $45.5
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2020 Filed on Feb 16, 2021
144
$32.89 - $33.24 $4.74K - $4.79K
SNY
Sanofi

Healthcare
Q4 2020 Filed on Feb 16, 2021
217
$45.3 - $51.62 $9.83K - $11.2K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q4 2020 Filed on Feb 16, 2021
109
$80.8 - $109.04 $8.81K - $11.9K
TTE
Total Energies Se

Energy
Q4 2020 Filed on Feb 16, 2021
277
$29.16 - $45.85 $8.08K - $12.7K
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
17
$202.01 - $245.04 $3.43K - $4.17K
LRCX
Lam Research Corp

Technology
Q4 2020 Filed on Feb 16, 2021
15
$328.71 - $511.66 $4.93K - $7.67K
Immunomedics Inc
Q4 2020 Filed on Feb 16, 2021
100
N/A
ABB
Abb LTD

Industrials
Q4 2020 Filed on Feb 16, 2021
401
$24.23 - $27.96 $9.72K - $11.2K
Credit Suisse Ag Nassau Brh
Q4 2020 Filed on Feb 16, 2021
107
N/A
Bhp Group PLC
Q4 2020 Filed on Feb 16, 2021
186
N/A
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2020 Filed on Feb 16, 2021
575
$2.62 - $5.21 $1.51K - $3K
ASML
Asml Holding Nv

Technology
Q4 2020 Filed on Feb 16, 2021
27
$361.21 - $489.91 $9.75K - $13.2K
Apartment Invt &Mgmt CO
Q4 2020 Filed on Feb 16, 2021
1,694
N/A
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 16, 2021
50
N/A
Ever Glory Intl Grp Inc
Q4 2020 Filed on Feb 16, 2021
100
N/A
Diffusion Pharmaceuticals In
Q4 2020 Filed on Feb 16, 2021
1,000
N/A
Unilever N V
Q4 2020 Filed on Feb 16, 2021
21,611
N/A
T Mobile Us Inc
Q3 2020 Filed on Nov 16, 2020
3,035
N/A
STAA
Staar Surgical CO

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$45.65 - $61.81 $4.57K - $6.18K
VIAV
Viavi Solutions Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
12
$11.4 - $14.44 $137 - $173
SRAX
Srax, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
50
$2.3 - $3.08 $115 - $154
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q3 2020 Filed on Nov 16, 2020
130
$49.42 - $56.38 $6.42K - $7.33K
Vereit Inc
Q3 2020 Filed on Nov 16, 2020
4,371
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
100
$35.48 - $40.83 $3.55K - $4.08K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2020 Filed on Nov 16, 2020
2,055
$47.85 - $52.43 $98.3K - $108K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$33.21 - $51.27 $3.32K - $5.13K
SSB
South State Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
2
$43.76 - $60.81 $87.5 - $122
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
71
$24.17 - $31.37 $1.72K - $2.23K
BKU
Bank United, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
12
$16.49 - $25.14 $198 - $302
Tortoise Acquisition Corp
Q3 2020 Filed on Nov 16, 2020
15
N/A
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
116
$14.35 - $18.1 $1.66K - $2.1K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
170
$86.38 - $97.98 $14.7K - $16.7K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
100
$119.34 - $136.44 $11.9K - $13.6K
NVTA
Invitae Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
150
$28.43 - $44.67 $4.26K - $6.7K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
15
$106.77 - $118.22 $1.6K - $1.77K
THC
Tenet Healthcare Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
57
$16.81 - $30.0 $958 - $1.71K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
384
$7.6 - $9.58 $2.92K - $3.68K
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