Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
UNG
United States Natural Gas Fund, LP

ETFs
Q3 2020 Filed on Oct 08, 2020
0
$9.61 - $14.48 $0 - $0
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
55
$45.04 - $59.97 $2.48K - $3.3K
TYL
Tyler Technologies Inc

Technology
Q3 2020 Filed on Oct 08, 2020
5
$325.33 - $370.4 $1.63K - $1.85K
MNST
Monster Beverage Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
170
$69.03 - $86.53 $11.7K - $14.7K
SPOT
Spotify Technology S.A.

Communication Services
Q3 2020 Filed on Oct 08, 2020
20
$231.26 - $291.75 $4.63K - $5.84K
SOXL
Direxion Daily Semiconductor B

ETFs
Q3 2020 Filed on Oct 08, 2020
4
$12.02 - $20.5 $48.1 - $82
AVLR
Avalara, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
95
$117.33 - $141.27 $11.1K - $13.4K
DAVA
Endava PLC

Technology
Q3 2020 Filed on Oct 08, 2020
50
$47.4 - $63.15 $2.37K - $3.16K
AVY
Avery Dennison Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
24
$110.61 - $128.69 $2.65K - $3.09K
GH
Guardant Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
95
$80.32 - $111.8 $7.63K - $10.6K
Anaplan Inc Com
Q3 2020 Filed on Oct 08, 2020
25
N/A
FCEL
Fuelcell Energy Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
1,000
$2.14 - $3.17 $2.14K - $3.17K
FSLY
Fastly, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
655
$74.96 - $116.18 $49.1K - $76.1K
DDOG
Datadog, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
309
$75.28 - $102.16 $23.3K - $31.6K
INTU
Intuit Inc

Technology
Q3 2020 Filed on Oct 08, 2020
19
$285.37 - $354.18 $5.42K - $6.73K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2020 Filed on Oct 08, 2020
20
$155.67 - $199.13 $3.11K - $3.98K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
80
$28.06 - $37.16 $2.24K - $2.97K
DXCM
Dexcom Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
16
$95.51 - $112.95 $1.53K - $1.81K
GLW
Corning Inc

Technology
Q3 2020 Filed on Oct 08, 2020
0
$25.66 - $33.7 $0 - $0
AYX
Alteryx, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
125
$105.71 - $181.98 $13.2K - $22.7K
APPN
Appian Corp

Technology
Q3 2020 Filed on Oct 08, 2020
125
$45.87 - $66.24 $5.73K - $8.28K
VFF
Village Farms International, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
500
$4.58 - $6.4 $2.29K - $3.2K
Match Group Inc Com
Q3 2020 Filed on Oct 08, 2020
35
N/A
ROKU
Roku, Inc

Communication Services
Q3 2020 Filed on Oct 08, 2020
20
$128.39 - $193.79 $2.57K - $3.88K
MDB
Mongo Db, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
30
$191.68 - $250.72 $5.75K - $7.52K
FTNT
Fortinet, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
10,229
$23.03 - $29.92 $236K - $306K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
25
$139.19 - $161.1 $3.48K - $4.03K
IR
Ingersoll Rand Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
174
$27.86 - $37.19 $4.85K - $6.47K
Zynga Inc Cl A
Q3 2020 Filed on Oct 08, 2020
600
N/A
NVTA
Invitae Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
100
$28.43 - $44.67 $2.84K - $4.47K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
66
$183.75 - $249.42 $12.1K - $16.5K
LITE
Lumentum Holdings Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
70
$70.25 - $95.56 $4.92K - $6.69K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
48
$5.02 - $6.09 $241 - $292
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Oct 08, 2020
250
$23.93 - $31.98 $5.98K - $8K
BSX
Boston Scientific Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
63
$34.44 - $42.23 $2.17K - $2.66K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q3 2020 Filed on Oct 08, 2020
195
$1.45 - $3.21 $283 - $626
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
0
$206.85 - $237.74 $0 - $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
28
$153.75 - $209.98 $4.31K - $5.88K
ACB
Aurora Cannabis Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
11
$4.65 - $12.87 $51.2 - $142
ETSY
Etsy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
183
$101.59 - $135.52 $18.6K - $24.8K
SNPS
Synopsys Inc

Technology
Q3 2020 Filed on Oct 08, 2020
17
$191.04 - $229.36 $3.25K - $3.9K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q3 2020 Filed on Oct 08, 2020
3,059
$60.0 - $60.11 $184K - $184K
CSGP
Costar Group, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
9
$68.0 - $87.78 $612 - $790
GTO
Invesco Actively Managed ETF T

ETFs
Q3 2020 Filed on Oct 08, 2020
1,806
$57.24 - $58.61 $103K - $106K
AMT
American Tower Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
32
$235.71 - $271.29 $7.54K - $8.68K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q3 2020 Filed on Oct 08, 2020
4
$42.59 - $64.42 $170 - $258
NICE
Nice Ltd.

Technology
Q3 2020 Filed on Oct 08, 2020
17
$186.85 - $236.02 $3.18K - $4.01K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
700
$14.96 - $23.86 $10.5K - $16.7K
VEEV
Veeva Systems Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
40
$240.77 - $297.07 $9.63K - $11.9K
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