Engrave Wealth Partners LLC

SEC CIK: 0001806222
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

IVZ holding history

Invesco Ltd. in every 13F filed by Engrave Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overview All 13F holders of IVZ Full Q4 2023 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of IVZ by Engrave Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−256,132−100.0%	Sold out	Holders
Q2 2021	256,132	$6.85M	2.1%	+50,252+24.4%	Added	Holders
Q1 2021	205,880	$5.19M	2.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.