Engrave Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding PFI
# of Institutions
30Shares Held
755KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL268KShares$14.8 Million1.4% of portfolio
-
Janney Montgomery Scott LLC135KShares$7.45 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC56.5KShares$3.13 Million0.0% of portfolio
-
Morgan Stanley New York, NY42.4KShares$2.34 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.37.2KShares$2.06 Million0.01% of portfolio