Encompass Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History
Encompass Wealth Advisors, LLC
- $265 Million
- Q2 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 $396,692. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,758
Previous 1,758
-0.0%
Holding current value
$396,692
Previous $369,000
3.52%
% of portfolio
0.13%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding IWM
# of Institutions
2,547Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.66 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.05 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.67 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.12 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.4 Billion6.35% of portfolio