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 $10.7 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
184,910
Previous 176,113
5.0%
Holding current value
$10.7 Million
Previous $10.1 Million
6.32%
% of portfolio
3.08%
Previous 3.12%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio