Engrave Wealth Partners LLC Ishares Russell Midcap Value E Call Options Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IWS
# of Institutions
923Shares Held
94.8MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.74 Billion5.15% of portfolio
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Jones Financial Companies Lllp8.29MShares$1.11 Billion1.16% of portfolio
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Morgan Stanley New York, NY7.93MShares$1.06 Billion0.08% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.62MShares$620 Million1.72% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$557 Million1.92% of portfolio