Engrave Wealth Partners LLC Invesco Dwa Industrials Moment Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding PRN
# of Institutions
111Shares Held
1.6MCall Options Held
4KPut Options Held
11K-
Wells Fargo & Company San Francisco, CA175KShares$25.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY173KShares$25.6 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL143KShares$21.1 Million0.03% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL118KShares$17.5 Million1.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC99.8KShares$14.8 Million0.01% of portfolio