Encompass Wealth Advisors, LLC Vaneck Intermediate Muni ETF Transaction History
Encompass Wealth Advisors, LLC
- $278 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding ITM
# of Institutions
179Shares Held
33.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$732 Million0.06% of portfolio
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Northwestern Mutual Wealth Management CO2.58MShares$119 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC1.58MShares$72.8 Million0.03% of portfolio
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Htlf Bank Denver, CO1.27MShares$58.5 Million6.48% of portfolio
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Envestnet Asset Management Inc943KShares$43.4 Million0.01% of portfolio