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 |
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Others Institutions Holding INFL
# of Institutions
126Shares Held
13.7MCall Options Held
1.8KPut Options Held
1.9K-
Jpmorgan Chase & CO New York, NY4.19MShares$161 Million0.01% of portfolio
-
Oxford Financial Group LTD Indianapolis, IN2.31MShares$88.3 Million5.5% of portfolio
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Lpl Financial LLC Fort Mill, SC647KShares$24.8 Million0.01% of portfolio
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One Charles Private Wealth Services, LLC412KShares$15.8 Million6.11% of portfolio
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Wells Fargo & Company San Francisco, CA385KShares$14.8 Million0.0% of portfolio