Global Wealth Management Investment Advisory, Inc. First Tr Exchange Traded Fd Fi Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$105.48 - $124.89 $21,623 - $25,602	-205 Closed	0 $0
Q2 2019 Aug 20, 2019	SELL	N/A	-228 Reduced 52.66%	205 $14,000
Q1 2019 May 10, 2019	SELL	N/A	-169 Reduced 28.07%	433 $28,000
Q4 2018 Feb 14, 2019	BUY	N/A	602 New	602 $32,000

Others Institutions Holding FXL

# of Institutions

241

Shares Held

5.7M

Call Options Held

6.2K

Put Options Held

Morgan Stanley New York, NY

825K
Shares

$130 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

659K
Shares

$104 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

447K
Shares

$70.6 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

276K
Shares

$43.5 Million
0.02% of portfolio
Rvw Wealth, LLC

198K
Shares

$31.3 Million
2.93% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
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