A detailed history of Engrave Wealth Partners LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 10,519 shares of SLF stock, worth $611,785. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,519
Previous 10,519 -0.0%
Holding current value
$611,785
Previous $513,000 6.24%
% of portfolio
0.16%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 08, 2021

SELL
$49.24 - $53.28 $221,580 - $239,760
-4,500 Reduced 29.96%
10,519 $541,000
Q3 2020

Oct 08, 2020

BUY
$36.0 - $43.34 $122,652 - $147,659
3,407 Added 29.34%
15,019 $627,000
Q4 2019

Mar 12, 2020

BUY
$42.63 - $46.3 $495,019 - $537,635
11,612 New
11,612 $529,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.1B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
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