Encompass Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Encompass Wealth Advisors, LLC
- $245 Million
- Q4 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,075 shares of IWB stock, worth $332,035. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,075
Previous 1,075
-0.0%
Holding current value
$332,035
Previous $337,000
2.67%
% of portfolio
0.14%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,472Shares Held
98.2MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.01 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.45 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.26 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$952 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$828 Million0.13% of portfolio