Wealth Enhancement & Preservation Of Ga, LLC First Trust Dorsey Wright Inte 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
Q1 2020 Apr 27, 2020	SELL	$11.81 - $21.85 $4.43 Million - $8.19 Million	-374,852 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$18.54 - $21.33 $6.95 Million - $8 Million	374,852 New	374,852 $7.99 Million

Others Institutions Holding IFV

# of Institutions

Shares Held

7.17M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.16M
Shares

$42.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$21.6 Million
0.03% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

697K
Shares

$13.8 Million
0.43% of portfolio
New Edge Advisors, LLC New Orleans, LA

468K
Shares

$9.28 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

428K
Shares

$8.5 Million
0.0% of portfolio

View Full List

About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
Sector ETFs
Industry ETFs

More about IFV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account