Wealth Enhancement & Preservation Of Ga, LLC Spdr Tr Ser Spdr S&P Semicondu 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 2021 Apr 21, 2021	SELL	$166.63 - $200.8 $18.4 Million - $22.2 Million	-110,480 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$125.1 - $170.78 $13.8 Million - $18.9 Million	110,480 New	110,480 $18.9 Million

Others Institutions Holding XSD

# of Institutions

232

Shares Held

2.51M

Call Options Held

21.7K

Put Options Held

15.3K

Morgan Stanley New York, NY

215K
Shares

$50.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

210K
Shares

$49.3 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

146K
Shares

$34.1 Million
0.0% of portfolio
Envestnet Asset Management Inc

134K
Shares

$31.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

130K
Shares

$30.5 Million
0.01% of portfolio

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