Wealth Enhancement & Preservation Of Ga, LLC Spdr S&P 600 Small Cap Value E 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
Q3 2021 Oct 19, 2021	SELL	$78.25 - $86.49 $2.19 Million - $2.42 Million	-28,037 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$80.72 - $89.85 $2.26 Million - $2.52 Million	28,037 New	28,037 $2.4 Million

Others Institutions Holding SLYV

# of Institutions

565

Shares Held

31.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.59M
Shares

$220 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$122 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.35M
Shares

$115 Million
0.24% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.28M
Shares

$108 Million
0.03% of portfolio
Cannon Financial Strategists, Inc. Athens, GA

910K
Shares

$77.4 Million
13.59% of portfolio

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About SPDR S&P 600 SMALL CAP VALUE E

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