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
31Shares Held
754KCall Options Held
0Put Options Held
0-
Transamerica Financial Advisors, Inc. Clearwater, FL268KShares$16.3 Million1.4% of portfolio
-
Janney Montgomery Scott LLC120KShares$7.26 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC56.5KShares$3.43 Million0.0% of portfolio
-
Morgan Stanley New York, NY42.4KShares$2.57 Million0.0% of portfolio
-
Silver Oak Securities, Inc Jackson, TN38.8KShares$2.35 Million0.24% of portfolio