Wealth Enhancement & Preservation Of Ga, LLC First Trust Dorsey Wright Inte 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	$11.81 - $21.85 $4.43 Million - $8.19 Million	-374,852 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$18.54 - $21.33 $6.95 Million - $8 Million	374,852 New	374,852 $7.99 Million

Others Institutions Holding IFV

# of Institutions

Shares Held

5.08M

Call Options Held

Put Options Held

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.09M
Shares

$27 Million
0.03% of portfolio
Morgan Stanley New York, NY

828K
Shares

$20.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

606K
Shares

$15 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

316K
Shares

$7.82 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

305K
Shares

$7.54 Million
0.0% of portfolio

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About FIRST TRUST DORSEY WRIGHT INTE

Ticker IFV
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