Encompass Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 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 $355,309. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,075
Previous 1,075
-0.0%
Holding current value
$355,309
Previous $319,000
5.64%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,373Shares Held
93.3MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.07 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.41 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.2 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.03 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$932 Million0.07% of portfolio