Wealth Enhancement & Preservation Of Ga, LLC Spdr Nuveen Bloomberg High Yie 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 2022 Oct 19, 2022	SELL	$23.96 - $26.61 $303,046 - $336,563	-12,648 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$24.46 - $27.54 $309,370 - $348,325	12,648 New	12,648 $652,000

Others Institutions Holding HYMB

# of Institutions

381

Shares Held

72.5M

Call Options Held

400

Put Options Held

8.9K

Sei Investments CO Oaks, PA

5.7M
Shares

$145 Million
0.2% of portfolio
Wells Fargo & Company San Francisco, CA

5.07M
Shares

$129 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

4.9M
Shares

$124 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

4.85M
Shares

$123 Million
0.08% of portfolio
Manning & Napier Group, LLC

4.18M
Shares

$106 Million
1.23% of portfolio

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About SPDR NUVEEN BLOOMBERG HIGH YIE

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