Encompass Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History
Encompass Wealth Advisors, LLC
- $243 Million
- Q1 2025
A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 78,069 shares of SCZ stock, worth $5.15 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
78,069
Previous 72,679
7.42%
Holding current value
$5.15 Million
Previous $4.42 Million
12.32%
% of portfolio
2.04%
Previous 1.8%
Shares
19 transactions
Others Institutions Holding SCZ
# of Institutions
780Shares Held
96.1MCall Options Held
10.8KPut Options Held
4.7K-
Jones Financial Companies Lllp9.72MShares$640 Million0.56% of portfolio
-
Natixis Advisors, L.P. Boston, MA8.87MShares$585 Million1.01% of portfolio
-
Creative Planning Overland Park, KS4.7MShares$310 Million0.28% of portfolio
-
Tiaa, Fsb St. Louis, MO4.25MShares$280 Million0.91% of portfolio
-
Goldman Sachs Group Inc New York, NY3.6MShares$237 Million0.04% of portfolio