Encompass Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Encompass Wealth Advisors, LLC
- $245 Million
- Q4 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 9,747 shares of VB stock, worth $2.43 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
9,747
Previous 9,681
0.68%
Holding current value
$2.43 Million
Previous $2.3 Million
2.0%
% of portfolio
0.96%
Previous 0.83%
Shares
18 transactions
Others Institutions Holding VB
# of Institutions
2,170Shares Held
155MCall Options Held
102KPut Options Held
106K-
Bank Of America Corp Charlotte, NC25.1MShares$6.27 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.83 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.8 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.3 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.28 Billion0.28% of portfolio