Global Wealth Management Investment Advisory, Inc. Two Rds Shared Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 12, 2020	SELL	$9.71 - $9.86 $12,778 - $12,975	-1,316 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$9.68 - $9.81 $13,687 - $13,871	-1,414 Reduced 51.79%	1,316 $13,000
Q2 2019 Aug 20, 2019	SELL	N/A	-26,372 Reduced 90.62%	2,730 $27,000
Q1 2019 May 10, 2019	SELL	N/A	-37,888 Reduced 56.56%	29,102 $291,000
Q4 2018 Feb 14, 2019	BUY	N/A	66,990 New	66,990 $664,000

Others Institutions Holding AFIF

# of Institutions

Shares Held

11.1M

Call Options Held

Put Options Held

First International Bank & Trust Watford City, ND

7.64M
Shares

$70.1 Million
22.96% of portfolio
Darwin Advisors, LLC

1.62M
Shares

$14.8 Million
7.46% of portfolio
Foundations Investment Advisors, LLC

1.32M
Shares

$12.1 Million
0.27% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

115K
Shares

$1.06 Million
0.0% of portfolio
Envestnet Asset Management Inc

85.5K
Shares

$784,273
0.0% of portfolio

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About TWO RDS SHARED TR

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