Wealth Enhancement & Preservation Of Ga, LLC Ishares S&P 100 ETF 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 2022 May 06, 2022	SELL	$190.9 - $221.63 $5.66 Million - $6.57 Million	-29,640 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$196.91 - $220.94 $5.84 Million - $6.55 Million	29,640 New	29,640 $6.5 Million

Others Institutions Holding OEF

# of Institutions

835

Shares Held

35.7M

Call Options Held

9.9K

Put Options Held

26.4K

Bank Of America Corp Charlotte, NC

5.87M
Shares

$1.56 Billion
0.13% of portfolio
Fifth Third Bancorp

2.37M
Shares

$630 Million
2.3% of portfolio
Cresset Asset Management, LLC Chicago, IL

2.21M
Shares

$588 Million
2.29% of portfolio
Jones Financial Companies Lllp

1.88M
Shares

$501 Million
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

1.49M
Shares

$398 Million
0.03% of portfolio

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
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