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Engrave Wealth Partners LLC

SEC CIK
0001806222
Latest filing
Jan 16, 2024

MO holding history

Altria Group, Inc. 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.

MO overviewAll 13F holders of MOFull Q4 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of MO by Engrave Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−4,306−100.0%Sold outHolders
Q1 20224,306$225.0K0.1%00.0%UnchangedHolders
Q4 20214,306$204.0K0.1%−133−3.0%ReducedHolders
Q3 20214,439$202.0K0.1%−100−2.2%ReducedHolders
Q2 20214,539$216.0K0.1%+4,539NewHolders