Engrave Wealth Partners LLC ETF Ser Solution Distillate Us Put Options Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding DSTL
# of Institutions
143Shares Held
31.1MCall Options Held
0Put Options Held
0-
Carlson Capital Management5.32MShares$291 Million21.21% of portfolio
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Oxford Financial Group LTD Indianapolis, IN1.62MShares$88.9 Million5.81% of portfolio
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Abacus Planning Group, Inc.1.41MShares$77.1 Million14.01% of portfolio
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Madison Investment Advisors, LLC Madison, WI1.32MShares$72.2 Million0.82% of portfolio
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Madison Asset Management, LLC Madison, WI1.32MShares$72.2 Million0.92% of portfolio