Wealth Enhancement & Preservation Of Ga, LLC Ishares Barclays 3 7 Yr Treas 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	N/A	-7,452 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	N/A	7,452 New	7,452 $886,000

Others Institutions Holding IEI

# of Institutions

704

Shares Held

86.1M

Call Options Held

131K

Put Options Held

569K

Jpmorgan Chase & CO New York, NY

9.58M
Shares

$1.11 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.16M
Shares

$598 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.21M
Shares

$487 Million
1.1% of portfolio
Envestnet Asset Management Inc

3.67M
Shares

$425 Million
0.16% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$352 Million
0.03% of portfolio

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About ISHARES BARCLAYS 3-7 YR TREAS

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