Engrave Wealth Partners LLC Wisdomtree Tr Emerging Mkts Hi Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Wisdomtree Tr Emerging Mkts Hi stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 398,466 shares of DEM stock, worth $17.3 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
398,466
Previous 388,968
2.44%
Holding current value
$17.3 Million
Previous $14.6 Million
11.19%
% of portfolio
4.63%
Previous 4.49%
Shares
4 transactions
Others Institutions Holding DEM
# of Institutions
311Shares Held
40.8MCall Options Held
17KPut Options Held
6K-
Morgan Stanley New York, NY6.59MShares$285 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC5.47MShares$237 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.79MShares$121 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$101 Million0.03% of portfolio
-
Creative Planning Overland Park, KS2.24MShares$96.9 Million0.1% of portfolio