Wealth Enhancement & Preservation Of Ga, LLC First Tr Nasdaq Clean Edge Gre 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 2021 Jul 22, 2021	SELL	$54.47 - $70.0 $1.89 Million - $2.43 Million	-34,671 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$62.05 - $88.17 $2.15 Million - $3.06 Million	34,671 New	34,671 $2.3 Million

Others Institutions Holding QCLN

# of Institutions

208

Shares Held

5.12M

Call Options Held

6.6K

Put Options Held

5.4K

Morgan Stanley New York, NY

466K
Shares

$16.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

356K
Shares

$12.7 Million
0.01% of portfolio
Cibc Private Wealth Group, LLC

343K
Shares

$12.2 Million
0.02% of portfolio
Ubs Group Ag

258K
Shares

$9.23 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

226K
Shares

$8.08 Million
0.55% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE GRE

Ticker QCLN
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