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| Name: |
Wealth Enhancement & Preservation of GA LLC |
| City: |
Alpharetta |
| State: |
GA |
| Zip: |
30022 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GIS |
General Mills Inc |
31 |
New |
$69.83 |
$652,000 |
8,503 |
0.63% |
652,000 |
8,503 |
0.001 |
Food - Major Diversified |
|
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PKST |
Peakstone Realty Trust |
36 |
New |
$14.79 |
$430,000 |
15,390 |
0.41% |
430,000 |
15,390 |
0.056 |
N/A |
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XBAP |
Innovator Us Eqty Accelerat... |
37 |
New |
$0.00 |
$395,000 |
13,637 |
0.38% |
395,000 |
13,637 |
1.229 |
N/A |
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AOA |
iShares Trust |
40 |
New |
$74.34 |
$258,000 |
3,892 |
0.25% |
258,000 |
3,892 |
0.022 |
Closed - End Fund - Debt |
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SPYG |
SPDR Dow Jones Wilshire Lar... |
41 |
New |
$75.10 |
$256,000 |
4,200 |
0.25% |
256,000 |
4,200 |
0 |
Closed - End Fund - E... |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
42 |
New |
$49.89 |
$255,000 |
5,900 |
0.24% |
255,000 |
5,900 |
0 |
Closed - End Fund - E... |
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XJUN |
Ft Cboe Vest Us Eq Enh & Mo... |
43 |
New |
$0.00 |
$214,000 |
6,390 |
0.21% |
214,000 |
6,390 |
0.071 |
N/A |
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DKNG |
Draftkings Inc Class A |
44 |
New |
$0.00 |
$212,000 |
7,976 |
0.2% |
212,000 |
7,976 |
0.002 |
N/A |
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LOW |
Lowes Companies Inc |
45 |
New |
$236.08 |
$209,000 |
924 |
0.2% |
209,000 |
924 |
0 |
Home Improvement Stores |
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