News + Filings Holdings
|
|
Engrave Wealth Partners LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
FIRST TRUST EXCHANGE-TRADED FUND VII
| DDIV | Common | 0 | -429,212 | 0 | -11,559,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Hartford Funds Exchange-Traded Trust
| HMOP | Common | 0 | -150,373 | 0 | -5,480,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
FIRST TR EXCH TRADED FD III
| FMB | Common | 0 | -14,721 | 0 | -717,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Allegiance Bancshares, Inc.
| ABTX | COM | 0 | -9,725 | 0 | -405,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Schwab US Dividend Equity ETF
| SCHD | common | 0 | -5,564 | 0 | -370,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| HYMB | Common | 0 | -7,727 | 0 | -370,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTV | Common | 0 | -2,561 | 0 | -316,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
Pacer Funds Trust
| COWZ | Common | 0 | -7,459 | 0 | -306,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
FIRST TR EXCH TRADED FD III
| FSMB | Common | 0 | -11,347 | 0 | -221,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IWD | ETF | 0 | -1,533 | 0 | -208,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -2,849 | 0 | -203,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
|
|
|
|