Encompass Wealth Advisors, LLC Ishares New York Muni Bond ETF Transaction History
Encompass Wealth Advisors, LLC
- $243 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding NYF
# of Institutions
178Shares Held
9.52MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC820KShares$42.3 Million0.13% of portfolio
-
High Probability Advisors, LLC Pittsford, NY636KShares$32.8 Million5.59% of portfolio
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Bank Of America Corp Charlotte, NC555KShares$28.7 Million0.0% of portfolio
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Morgan Stanley New York, NY498KShares$25.7 Million0.0% of portfolio
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Gamma Investing LLC Foster City, CA448KShares$23.1 Million0.05% of portfolio