Wealth Enhancement & Preservation Of Ga, LLC Ishares Trust Ishares Pfd And Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 19, 2022	BUY	$31.4 - $35.35 $2.06 Million - $2.32 Million	65,520 Added 709.4%	74,756 $2.37 Million
Q2 2022 Sep 22, 2022	SELL	$32.02 - $36.26 $123,277 - $139,601	-3,850 Reduced 29.42%	9,236 $294,000
Q1 2022 May 06, 2022	BUY	$34.86 - $39.14 $93,599 - $105,090	2,685 Added 25.81%	13,086 $477,000
Q4 2021 Feb 02, 2022	BUY	$38.29 - $39.43 $45,488 - $46,842	1,188 Added 12.89%	10,401 $410,000
Q3 2021 Oct 19, 2021	BUY	$38.55 - $39.48 $19,544 - $20,016	507 Added 5.82%	9,213 $358,000
Q2 2021 Jul 22, 2021	BUY	$37.96 - $39.34 $20,270 - $21,007	534 Added 6.53%	8,706 $342,000
Q1 2021 Apr 21, 2021	SELL	$37.15 - $38.46 $1,077 - $1,115	-29 Reduced 0.35%	8,172 $317,000
Q4 2020 Feb 02, 2021	SELL	$36.13 - $38.51 $251,248 - $267,798	-6,954 Reduced 45.89%	8,201 $316,000
Q3 2020 Oct 13, 2020	BUY	$34.54 - $36.7 $88,180 - $93,695	2,553 Added 20.26%	15,155 $522,000
Q2 2020 Sep 08, 2020	SELL	$30.01 - $35.86 $321,617 - $384,311	-10,717 Reduced 45.96%	12,602 $411,000
Q1 2020 Apr 27, 2020	BUY	$25.12 - $38.29 $585,773 - $892,884	23,319 New	23,319 $726,000

Others Institutions Holding PFF

# of Institutions

1,087

Shares Held

185M

Call Options Held

375K

Put Options Held

1.29M

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