Engrave Wealth Partners LLC Vanguard Transaction History
Engrave Wealth Partners LLC
- $350 Million
- Q4 2023
A detailed history of Engrave Wealth Partners LLC transactions in Vanguard stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 184,910 shares of VGSH stock, worth $10.8 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
184,910
Previous 176,113
5.0%
Holding current value
$10.8 Million
Previous $10.1 Million
6.32%
% of portfolio
3.08%
Previous 3.12%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,032Shares Held
276MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio