Wealth Enhancement & Preservation Of Ga, LLC Ishares Barclays 0 5 Year Tips 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 2022 Oct 19, 2022	SELL	$96.11 - $102.85 $2.04 Million - $2.19 Million	-21,258 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$101.26 - $104.65 $2.15 Million - $2.22 Million	21,258 New	21,258 $2.16 Million

Others Institutions Holding STIP

# of Institutions

622

Shares Held

53.9M

Call Options Held

33.5K

Put Options Held

Betterment LLC New York, NY

3.87M
Shares

$390 Million
0.94% of portfolio
Personal Capital Advisors Corp

2.47M
Shares

$249 Million
1.16% of portfolio
Modera Wealth Management, LLC

1.81M
Shares

$183 Million
2.36% of portfolio
Black Rock Inc. New York, NY

1.81M
Shares

$182 Million
0.0% of portfolio
Tiedemann Advisors, LLC

1.52M
Shares

$153 Million
6.39% of portfolio

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