Engrave Wealth Partners LLC Janus Detroit Str Tr Henderson Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
5 transactions
Others Institutions Holding JSML
# of Institutions
65Shares Held
2.75MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.25MShares$80.6 Million2.13% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL155KShares$9.97 Million0.01% of portfolio
-
Great Valley Advisor Group, Inc.134KShares$8.63 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC113KShares$7.3 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC108KShares$6.96 Million0.01% of portfolio