Wealth Enhancement & Preservation Of Ga, LLC Spdr S&P 600 Small Cap Value E 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
Q3 2021 Oct 19, 2021	SELL	$78.25 - $86.49 $2.19 Million - $2.42 Million	-28,037 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$80.72 - $89.85 $2.26 Million - $2.52 Million	28,037 New	28,037 $2.4 Million

Others Institutions Holding SLYV

# of Institutions

629

Shares Held

31.6M

Call Options Held

6.4K

Put Options Held

600

Bank Of America Corp Charlotte, NC

2.68M
Shares

$225 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.52M
Shares

$128 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.3M
Shares

$110 Million
0.24% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

923K
Shares

$77.5 Million
13.81% of portfolio
Cerity Partners LLC New York, NY

919K
Shares

$77.1 Million
0.18% of portfolio

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