Wealth Enhancement & Preservation Of Ga, LLC Invesco Exchange Traded Fd Tr 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
Q4 2022 Feb 09, 2023	SELL	$14.12 - $15.41 $29,849 - $32,576	-2,114 Reduced 17.04%	10,289 $148,000
Q3 2022 Oct 19, 2022	BUY	$14.84 - $16.84 $184,060 - $208,866	12,403 New	12,403 $187,000

Others Institutions Holding PGF

# of Institutions

187

Shares Held

12.8M

Call Options Held

15K

Put Options Held

5.3K

Morgan Stanley New York, NY

1.87M
Shares

$28.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.25M
Shares

$18.9 Million
0.01% of portfolio
Rfg Holdings, Inc.

905K
Shares

$13.6 Million
5.1% of portfolio
Jpmorgan Chase & CO New York, NY

873K
Shares

$13.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

762K
Shares

$11.5 Million
0.0% of portfolio

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