Wealth Enhancement & Preservation Of Ga, LLC First Tr ETF Viii Low Duration 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
Q2 2022 Sep 22, 2022	SELL	N/A	-220,752 Closed	0 $0
Q1 2022 May 06, 2022	BUY	N/A	220,752 New	220,752 $4.29 Million

Others Institutions Holding LDSF

# of Institutions

Shares Held

3.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

542K
Shares

$10.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

420K
Shares

$7.88 Million
0.0% of portfolio
Cedrus LLC Littleton, CO

382K
Shares

$7.16 Million
3.91% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

284K
Shares

$5.33 Million
0.3% of portfolio
Axxcess Wealth Management, LLC Carlsbad, CA

283K
Shares

$5.3 Million
0.15% of portfolio

View Full List

About FIRST TR ETF VIII LOW DURATION

Ticker LDSF
Sector ETFs
Industry ETFs

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