Encompass Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PHO
# of Institutions
421Shares Held
12.5MCall Options Held
46.3KPut Options Held
25.1K-
Bank Of America Corp Charlotte, NC1.63MShares$115 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.36MShares$95.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC681KShares$47.9 Million0.02% of portfolio
-
Ubs Group Ag652KShares$45.9 Million0.01% of portfolio
-
1832 Asset Management L.P. Toronto, A6502KShares$35.3 Million0.06% of portfolio