Wealth Enhancement & Preservation Of Ga, LLC Invesco Exchange Traded Fd Tr Call Options Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PBP

# of Institutions

Shares Held

2.14M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

530K
Shares

$12.1 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

200K
Shares

$4.56 Million
0.13% of portfolio
Edmonds Duncan Registered Investment Advisors, LLC

195K
Shares

$4.45 Million
1.06% of portfolio
Cullen/Frost Bankers, Inc.

109K
Shares

$2.48 Million
0.04% of portfolio
Mount Lucas Management LP Newtown, PA

108K
Shares

$2.47 Million
0.7% of portfolio

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