Wealth Enhancement & Preservation Of Ga, LLC First Tr Pfd Secs & Income ETF 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	$13.6 - $20.48 $449,833 - $677,396	-33,076 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$19.72 - $20.07 $652,258 - $663,835	33,076 New	33,076 $648,000

Others Institutions Holding FPE

# of Institutions

430

Shares Held

188M

Call Options Held

Put Options Held

10K

Morgan Stanley New York, NY

47.1M
Shares

$857 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

16.4M
Shares

$298 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

11.7M
Shares

$212 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$197 Million
0.1% of portfolio
Ubs Group Ag

10.7M
Shares

$195 Million
0.05% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

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