Wealth Enhancement & Preservation Of Ga, LLC First Tr Exchange Traded First Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$56.87 - $65.93 $4.77 Million - $5.53 Million	-83,899 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$59.31 - $67.92 $4.98 Million - $5.7 Million	83,899 New	83,899 $5.16 Million

Others Institutions Holding FXG

# of Institutions

127

Shares Held

4.13M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

906K
Shares

$60.3 Million
1.07% of portfolio
Morgan Stanley New York, NY

460K
Shares

$30.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

363K
Shares

$24.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

237K
Shares

$15.8 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

163K
Shares

$10.8 Million
0.4% of portfolio

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About FIRST TR EXCHANGE TRADED FIRST

Ticker FXG
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