Wealth Enhancement & Preservation Of Ga, LLC Spdr Bloomberg Convertible Sec 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	$40.96 - $60.38 $476,119 - $701,857	-11,624 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$51.66 - $55.76 $600,495 - $648,154	11,624 New	11,624 $624,000

Others Institutions Holding CWB

# of Institutions

499

Shares Held

30.5M

Call Options Held

1.3K

Put Options Held

200

Bank Of America Corp Charlotte, NC

2.53M
Shares

$199 Million
0.02% of portfolio
Assetmark, Inc

2.2M
Shares

$174 Million
0.48% of portfolio
Morgan Stanley New York, NY

1.6M
Shares

$126 Million
0.01% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.14M
Shares

$89.7 Million
0.14% of portfolio
Delta Capital Management LLC

1.07M
Shares

$84.3 Million
30.93% of portfolio

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About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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