Engrave Wealth Partners LLC Ishares Tr Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding DVY
# of Institutions
1,455Shares Held
69.7MCall Options Held
1.1MPut Options Held
62.9K-
Bank Of America Corp Charlotte, NC8.21MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.38MShares$819 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.8MShares$488 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$469 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.09MShares$397 Million0.06% of portfolio