Wealth Enhancement & Preservation Of Ga, LLC Invesco Exchange Traded Fd Tr 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 2022 May 06, 2022	SELL	$318.41 - $373.67 $3.91 Million - $4.59 Million	-12,285 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$328.66 - $373.09 $4.04 Million - $4.58 Million	12,285 New	12,285 $4.53 Million

Others Institutions Holding XLG

# of Institutions

492

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

Demars Financial Group, LLC

28.4M
Shares

$1.38 Billion
18.3% of portfolio
Lpl Financial LLC Fort Mill, SC

9.78M
Shares

$477 Million
0.21% of portfolio
Morgan Stanley New York, NY

6.97M
Shares

$340 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.96M
Shares

$242 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.03M
Shares

$197 Million
0.02% of portfolio

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Ticker XLG
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