Global Wealth Management, LLC Purchases and Sells in Q4 2024

Global Wealth Management, LLC

$157 Billion
Q4 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	101K + 34.35%	$50.67 - $50.9 $5.12M - $5.15M	395K $20.1B
IVV	1.55K + 5.1%	$570.51 - $610.59 $886K - $948K	32K $18.8B
QQQ	1.46K + 13.79%	$481.22 - $538.17 $700K - $783K	12K $6.14B
SCHB	706K + 200.11%	$22.01 - $66.82 $15.5M - $47.1M	1.06M $24B
VGT	137 + 2.47%	$571.78 - $647.97 $78.3K - $88.8K	5.69K $3.54B
VTI	265 + 1.13%	$280.04 - $302.45 $74.2K - $80.1K	23.8K $6.89B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USO	12.2K New	$69.66 - $79.2 $851K - $968K	12.2K $923M
IAU	17.5K New	$48.37 - $52.65 $847K - $922K	17.5K $867M
SIVR	26.1K New	$27.61 - $33.22 $719K - $865K	26.1K $718M
TSLA	574 New	$213.65 - $479.86 $123K - $275K	574 $232M
KRE	3.37K New	$54.6 - $68.9 $184K - $232K	3.37K $204M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUSB	-19.3K - 6.68%	N/A	270K $13.4B
IJR	-2.32K - 2.25%	$113.92 - $127.38 $264K - $295K	101K $11.6B
RSP	-622 - 2.67%	$174.22 - $187.62 $108K - $117K	22.7K $3.97B
VOX	-207 - 11.88%	$144.31 - $163.57 $29.9K - $33.9K	1.54K $238M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management, LLC with notifications on news.