Wealth Enhancement & Preservation Of Ga, LLC First Tr Nasdaq 100 Equal Weig 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	$95.58 - $118.3 $351,734 - $435,344	-3,680 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$109.53 - $120.91 $403,070 - $444,948	3,680 New	3,680 $436,000

Others Institutions Holding QQEW

# of Institutions

263

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.55M
Shares

$221 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$141 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

925K
Shares

$132 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

782K
Shares

$112 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

691K
Shares

$98.6 Million
0.03% of portfolio

View Full List

About FIRST TR NASDAQ 100 EQUAL WEIG

Ticker QQEW
Sector ETFs
Industry ETFs

More about QQEW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account