Encompass Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 360,215 shares of IVW stock, worth $37.9 Million. This represents 12.4% of its overall portfolio holdings.
Number of Shares
360,215
Previous 361,392
0.33%
Holding current value
$37.9 Million
Previous $33.4 Million
3.13%
% of portfolio
12.4%
Previous 12.62%
Shares
17 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.89 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.64 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.51 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.96 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.65 Billion0.69% of portfolio