Wealth Enhancement & Preservation Of Ga, LLC Proshares Large Cap Core Plus 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
Q1 2020 Apr 27, 2020	SELL	$25.69 - $40.21 $93,614 - $146,525	-3,644 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$34.39 - $38.64 $125,317 - $140,804	3,644 New	3,644 $282,000

Others Institutions Holding CSM

# of Institutions

Shares Held

4.17M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

894K
Shares

$60.9 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

780K
Shares

$53.2 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$26.4 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

242K
Shares

$16.5 Million
0.45% of portfolio
Envestnet Asset Management Inc

147K
Shares

$10 Million
0.0% of portfolio

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Ticker CSM
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