Encompass Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History
Encompass Wealth Advisors, LLC
- $245 Million
- Q4 2024
A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 9,693 shares of VOOG stock, worth $3.62 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
9,693
Previous 8,646
12.11%
Holding current value
$3.62 Million
Previous $2.99 Million
18.86%
% of portfolio
1.45%
Previous 1.07%
Shares
11 transactions
Others Institutions Holding VOOG
# of Institutions
601Shares Held
43.7MCall Options Held
17.1KPut Options Held
10K-
Wealthfront Advisers LLC32.1MShares$12 Billion9.77% of portfolio
-
Jpmorgan Chase & CO New York, NY2.43MShares$908 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC743KShares$277 Million0.02% of portfolio
-
Morgan Stanley New York, NY705KShares$263 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$237 Million7.92% of portfolio