Encompass Wealth Advisors, LLC Ishares Inc Transaction History
Encompass Wealth Advisors, LLC
- $269 Million
- Q2 2025
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Inc stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 90,109 shares of IEMG stock, worth $4.83 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
90,109
Previous 86,757
3.86%
Holding current value
$4.83 Million
Previous $4.65 Million
3.87%
% of portfolio
1.8%
Previous 1.91%
Shares
20 transactions
Others Institutions Holding IEMG
# of Institutions
2,141Shares Held
1.42BCall Options Held
93.6KPut Options Held
4K-
Bank Of America Corp Charlotte, NC175MShares$9.4 Billion0.71% of portfolio
-
Morgan Stanley New York, NY96.7MShares$5.18 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS73.2MShares$3.93 Billion3.38% of portfolio
-
Envestnet Asset Management Inc61.1MShares$3.28 Billion1.01% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8MShares$2.78 Billion0.59% of portfolio