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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 51 | $3,388,648 | 14,016 | 0.00 | 14,016 | +Inf | 12-31-2023 | |
| ISHARES TR | SHRT NAT MUN ETF | 52 | $3,004,755 | 28,500 | 0.00 | 28,500 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | GLB X MLP ENRG I | 53 | $2,645,163 | 59,282 | 0.00 | 0.00 | 10,686 | 21.99 | 12-31-2023 |
| AMAZON COM INC | COM | 54 | $2,581,613 | 16,991 | 0.00 | 0.00 | -489 | -2.80 | 12-31-2023 |
