Engrave Wealth Partners LLC
- SEC CIK
- 0001806222
- Latest filing
- Jan 16, 2024
STEL holding history
Stellar Bancorp, 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.
STEL overviewAll 13F holders of STELFull Q4 2023 holdings
- Shares (Q4 2023)
- 13,793
- Value
- $384.0K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 13,793 | $384.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 13,793 | $294.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 13,793 | $315.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 13,793 | $296.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 13,793 | $401.7K | 0.1% | +13,793 | New | Holders |