Wealth Enhancement & Preservation Of Ga, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 13, 2020	SELL	N/A	-178,017 Closed	0 $0
Q2 2020 Sep 08, 2020	SELL	N/A	-266,863 Reduced 59.99%	178,017 $6.73 Million
Q1 2020 Apr 27, 2020	SELL	N/A	-228,903 Reduced 33.97%	444,880 $14 Million
Q4 2019 Feb 27, 2020	BUY	N/A	673,783 New	673,783 $26.9 Million

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

8.43M
Shares

$566 Million
0.3% of portfolio
Huntington National Bank Columbus, OH

3.67M
Shares

$247 Million
1.92% of portfolio
Cwm, LLC

3.28M
Shares

$220 Million
1.02% of portfolio
Private Advisor Group, LLC

3M
Shares

$202 Million
1.39% of portfolio
Envestnet Asset Management Inc

2.79M
Shares

$187 Million
0.07% of portfolio

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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