Wealth Enhancement & Preservation Of Ga, LLC Invesco S&P 500 Equal Weight U 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 2020 Apr 27, 2020	SELL	$72.27 - $115.5 $443,593 - $708,939	-6,138 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$100.98 - $106.96 $619,815 - $656,520	6,138 New	6,138 $637,000

Others Institutions Holding RYU

# of Institutions

110

Shares Held

2.4M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

365K
Shares

$0
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

234K
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

205K
Shares

$0
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

187K
Shares

$0
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

98.6K
Shares

$0
0.0% of portfolio

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