Wealth Enhancement & Preservation Of Ga, LLC Invesco ETF Tr S&P 500 Equal W 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
Q4 2022 Feb 09, 2023	BUY	$164.06 - $177.2 $5,906 - $6,379	36 Added 1.38%	2,643 $450,000
Q3 2022 Oct 19, 2022	BUY	N/A	2,607 New	2,607 $401,000

Others Institutions Holding RHS

# of Institutions

126

Shares Held

5.02M

Call Options Held

Put Options Held

Phoenix Holdings Ltd. Givatayim, L3

880K
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

694K
Shares

$0
0.0% of portfolio
Bank Of America Corp Charlotte, NC

268K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

246K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

157K
Shares

$0
0.0% of portfolio

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