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 RWK
# of Institutions
127Shares Held
5.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$127 Million0.01% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY560KShares$67.1 Million0.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC557KShares$66.8 Million0.03% of portfolio
-
Fusion Family Wealth LLC503KShares$60.3 Million5.36% of portfolio
-
Wells Fargo & Company San Francisco, CA347KShares$41.6 Million0.01% of portfolio