Wealth Enhancement & Preservation Of Ga, LLC Invesco S&P 500 Equal Weight M 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 2022 Sep 22, 2022	SELL	$153.51 - $190.46 $3.85 Million - $4.78 Million	-25,102 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$167.97 - $187.68 $4.22 Million - $4.71 Million	25,102 New	25,102 $4.64 Million

Others Institutions Holding RTM

# of Institutions

Shares Held

3.93M

Call Options Held

Put Options Held

Harel Insurance Investments & Financial Services Ltd.

1.41M
Shares

$0
0.99% of portfolio
Bank Of America Corp Charlotte, NC

329K
Shares

$0
0.0% of portfolio
Avantax Advisory Services, Inc.

231K
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

125K
Shares

$0
0.0% of portfolio
Miller Investment Management, LP West Conshohocken, PA

120K
Shares

$0
0.0% of portfolio

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