Wealth Enhancement & Preservation Of Ga, LLC First Tr ETF Viii Low Duration 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
Q2 2022 Sep 22, 2022	SELL	$18.58 - $19.48 $4.1 Million - $4.3 Million	-220,752 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$19.4 - $19.97 $4.28 Million - $4.41 Million	220,752 New	220,752 $4.29 Million

Others Institutions Holding LDSF

# of Institutions

Shares Held

4.5M

Call Options Held

Put Options Held

Stifel Financial Corp St. Louis, MO

703K
Shares

$13.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

528K
Shares

$9.9 Million
0.0% of portfolio
Cedrus LLC Littleton, CO

512K
Shares

$9.61 Million
3.64% of portfolio
Envestnet Asset Management Inc

367K
Shares

$6.88 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

310K
Shares

$5.81 Million
0.0% of portfolio

View Full List

About FIRST TR ETF VIII LOW DURATION

Ticker LDSF
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