Encompass Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Encompass Wealth Advisors, LLC
- $245 Million
- Q4 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 1,758 shares of IWM stock, worth $363,237. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,758
Previous 1,758
-0.0%
Holding current value
$363,237
Previous $388,000
-0.0%
% of portfolio
0.16%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IWM
# of Institutions
2,942Shares Held
302MCall Options Held
213MPut Options Held
497M-
Bank Of America Corp Charlotte, NC33.2MShares$6.85 Billion0.63% of portfolio
-
Morgan Stanley New York, NY19.5MShares$4.04 Billion0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA19.1MShares$3.95 Billion0.98% of portfolio
-
Goldman Sachs Group Inc New York, NY16.6MShares$3.44 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$1.85 Billion0.04% of portfolio