Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENGRAVE WEALTH PARTNERS LLC | 01-16-2024 | 12-31-2023 | 81 | 350,268,595 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | COM | 101 | $323,925 | 206 | 0.00 | 0.00 | -16 | -7.21 | 12-31-2023 |
| WALMART INC | COM | 102 | $315,300 | 2,000 | 0.00 | 0.00 | -104 | -4.94 | 12-31-2023 |
| QUANTA SVCS INC | COM | 103 | $313,773 | 1,454 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOWES COS INC | COM | 104 | $304,226 | 1,367 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
