Wealth Enhancement & Preservation Of Ga, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Enhancement & Preservation Of Ga, LLC
- $104 Million
- Q2 2023
Shares
5 transactions
Others Institutions Holding PBP
# of Institutions
64Shares Held
2.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY518KShares$11.5 Million0.0% of portfolio
-
Mai Capital Management277KShares$6.13 Million0.05% of portfolio
-
Creative Planning Overland Park, KS218KShares$4.83 Million0.01% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC203KShares$4.5 Million1.04% of portfolio
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Q3 Asset Management174KShares$3.86 Million2.56% of portfolio