Engrave Wealth Partners LLC Listed Fds Tr Horizon Kinetics Call Options Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding INFL

# of Institutions

123

Shares Held

13.5M

Call Options Held

2.9K

Put Options Held

1.7K

Jpmorgan Chase & CO New York, NY

4.5M
Shares

$179 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.1M
Shares

$83.2 Million
4.53% of portfolio
Lpl Financial LLC Fort Mill, SC

632K
Shares

$25.1 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

396K
Shares

$15.7 Million
5.47% of portfolio
Wells Fargo & Company San Francisco, CA

367K
Shares

$14.6 Million
0.0% of portfolio

About LISTED FDS TR HORIZON KINETICS

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