Engrave Wealth Partners LLC Invesco Actively Mngd ETF Tr U Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
6 transactions
Others Institutions Holding GSY
# of Institutions
277Shares Held
34.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.75MShares$188 Million0.04% of portfolio
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Morgan Stanley New York, NY3.46MShares$173 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC3.32MShares$166 Million0.07% of portfolio
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Gradient Investments LLC1.49MShares$74.6 Million1.88% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.35MShares$67.6 Million0.11% of portfolio