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

440

Shares Held

195M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

48.8M
Shares

$868 Million
0.07% of portfolio
Royal Bank Of Canada Toronto, A6

16.5M
Shares

$294 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$227 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

11.9M
Shares

$212 Million
0.1% of portfolio
Ubs Group Ag

9.7M
Shares

$173 Million
0.04% of portfolio

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About FIRST TR PFD SECS & INCOME ETF

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