Encompass Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Encompass Wealth Advisors, LLC
- $265 Million
- Q2 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,851 shares of IWF stock, worth $1.49 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
3,851
Previous 3,866
0.39%
Holding current value
$1.49 Million
Previous $1.3 Million
7.67%
% of portfolio
0.53%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding IWF
# of Institutions
2,168Shares Held
206MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.7 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$10.1 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.68 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.71 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.41 Billion0.57% of portfolio