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 $10.8 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
184,910
Previous 176,113
5.0%
Holding current value
$10.8 Million
Previous $10.1 Million
6.32%
% of portfolio
3.08%
Previous 3.12%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
975Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio