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Engrave Wealth Partners LLC
Portfolio value
Engrave Wealth Partners LLC portfolio value
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$325,230,881
is the total value of the holdings Engrave Wealth Partners LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$325,230,881
Q3 2023
$315,654,619
Q2 2023
$296,606,625
Q1 2023
$287,815,137
Q4 2022
$213,899,000
Q3 2022
$225,803,000
Q2 2022
$267,730,000
Q1 2022
$346,482,000
Q4 2021
$338,633,000
Q3 2021
$331,525,000
Q2 2021
$248,361,000
Q1 2021
$121,848,000
Q4 2020
$103,202,000
Q3 2020
$112,366,000
Q2 2020
$84,874,000
Q1 2020
$103,973,000
Q4 2019