Wealth Enhancement & Preservation Of Ga, LLC First Tr Nasdaq Clean Edge Gre 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 2021 Jul 22, 2021	SELL	$54.47 - $70.0 $1.89 Million - $2.43 Million	-34,671 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$62.05 - $88.17 $2.15 Million - $3.06 Million	34,671 New	34,671 $2.3 Million

Others Institutions Holding QCLN

# of Institutions

224

Shares Held

5.43M

Call Options Held

31.8K

Put Options Held

6.7K

Morgan Stanley New York, NY

497K
Shares

$17.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

387K
Shares

$13.5 Million
0.01% of portfolio
Cibc Private Wealth Group, LLC

381K
Shares

$13.3 Million
0.03% of portfolio
Ubs Group Ag

269K
Shares

$9.38 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

235K
Shares

$8.17 Million
0.0% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE GRE

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