Encompass Wealth Advisors, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Encompass Wealth Advisors, LLC
- $243 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding SUSC
# of Institutions
285Shares Held
40.5MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc7.47MShares$171 Million0.06% of portfolio
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Jpmorgan Chase & CO New York, NY3.67MShares$84 Million0.01% of portfolio
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Wealthfront Advisers LLC2.61MShares$59.9 Million0.17% of portfolio
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Lpl Financial LLC Fort Mill, SC1.91MShares$43.7 Million0.02% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA1.9MShares$43.5 Million0.18% of portfolio