Encompass Wealth Advisors, LLC Ishares Tr Global 100 ETF Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,340 shares of IOO stock, worth $338,609. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,340
Previous 3,340
-0.0%
Holding current value
$338,609
Previous $322,000
2.8%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IOO
# of Institutions
294Shares Held
45.4MCall Options Held
0Put Options Held
2.2K-
Black Rock Inc. New York, NY25.8MShares$2.62 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.78MShares$383 Million0.33% of portfolio
-
Amplius Wealth Advisors, LLC917KShares$92.9 Million11.16% of portfolio
-
Morgan Stanley New York, NY878KShares$89 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC800KShares$81.1 Million0.01% of portfolio