Wealth Enhancement & Preservation Of Ga, LLC Ft Cboe Vest S&P 500 Dividend Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 19, 2022	BUY	$45.6 - $54.44 $1.03 Million - $1.23 Million	22,638 Added 367.86%	28,792 $1.31 Million
Q2 2022 Sep 22, 2022	SELL	$47.75 - $56.45 $151,988 - $179,680	-3,183 Reduced 34.09%	6,154 $296,000
Q1 2022 May 06, 2022	BUY	$52.15 - $57.45 $486,924 - $536,410	9,337 New	9,337 $512,000

Others Institutions Holding KNG

# of Institutions

293

Shares Held

39.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.89M
Shares

$248 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

4.54M
Shares

$231 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

4.53M
Shares

$230 Million
0.11% of portfolio
Ubs Group Ag

1.87M
Shares

$94.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.66M
Shares

$84.2 Million
0.03% of portfolio

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