Engrave Wealth Partners LLC Purchases and Sells in Q4 2023

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	47.1K + 70.49%	$261.54 - $312.16 $12.3M - $14.7M	114K $35.4M
VOO	3.17K + 4.03%	$377.32 - $438.19 $1.2M - $1.39M	81.9K $35.8M
DSTL	13.7K + 1.66%	$42.54 - $49.68 $583K - $680K	837K $41.3M
DEM	9.5K + 2.44%	$36.36 - $40.7 $345K - $387K	398K $16.2M
CEF	13.1K + 1.81%	$16.83 - $19.58 $220K - $256K	737K $14.1M
GDX	1.38K + 0.68%	$25.91 - $31.98 $35.8K - $44.1K	205K $6.37M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBK	14K New	$196.36 - $245.46 $2.75M - $3.44M	14K $3.39M
SUB	28.5K New	$102.62 - $105.46 $2.92M - $3.01M	28.5K $3M
DJP	58.8K New	$29.54 - $32.81 $1.74M - $1.93M	58.8K $1.79M
VXUS	28.2K New	$51.06 - $57.96 $1.44M - $1.64M	28.2K $1.64M
BSCR	33.5K New	$18.55 - $19.46 $622K - $652K	33.5K $651K
AVGO	306 New	$814.83 - $1147.0 $249K - $351K	306 $341K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOE	-101K - 94.61%	$124.27 - $145.8 $12.5M - $14.7M	5.74K $832K
PDBC	-135K - 16.55%	$13.3 - $15.17 $1.8M - $2.05M	682K $9.08M
CVX	-98 - 0.17%	$141.77 - $169.1 $13.9K - $16.6K	58.9K $8.79M
INFL	-33.6K - 10.13%	$29.42 - $31.75 $987K - $1.07M	298K $9.36M
TSLA	-1.53K - 53.16%	$197.36 - $263.62 $302K - $403K	1.35K $334K
GSST	-8.36K - 1.53%	$49.71 - $50.2 $415K - $419K	537K $26.9M

Activity Summary All Purchases 48 New Holdings 12 Increased Positions 36 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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