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Encompass Wealth Advisors LLC Has $11.04 Million Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Encompass Wealth Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 117,000 shares of the exchange traded fund’s stock after buying an additional 4,507 shares during […]

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Mcilrath-eck
Maltin-wealth-management-inc
Financial-services
Magnolia-capital-advisors
Index-fund
Company-profile
Sovereign-financial-group-inc
Wealth-advisors
Encompass-wealth-advisors
Shares-core-sp-small-cap

Encompass Wealth Advisors LLC Sells 488 Shares of Pfizer Inc. (NYSE:PFE)

Encompass Wealth Advisors LLC trimmed its position in Pfizer Inc. (NYSE:PFE – Free Report) by 4.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,448 shares of the biopharmaceutical company’s stock after selling 488 shares during the period. Encompass Wealth Advisors LLC’s […]

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Capital-management-inc
Citigroup
Cantor-fitzgerald
Pfizer
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Jpmorgan-chase-co
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Graves-light-lenhart-wealth-inc
Pfizer-company-profile
Pfizer-inc

Encompass Wealth Advisors LLC Lowers Stake in Pfizer Inc. (NYSE:PFE)

Encompass Wealth Advisors LLC cut its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,448 shares of the biopharmaceutical company’s stock after selling 488 shares during the quarter. Encompass Wealth Advisors LLC’s holdings in Pfizer were worth $380,000 at the end […]

Scott-gottlieb
Pfizer-company-profile
Briaud-financial-planning-inc
Wealth-advisors
Jpmorgan-chase-co
Mizuho-securities-co
Worth-asset-management
Securities-exchange-commission
Pfizer-inc
Pfizer
Financial-gravity-asset-management-inc
Jefferies-financial-group

Invesco QQQ (NASDAQ:QQQ) Shares Bought by Encompass Wealth Advisors LLC

Encompass Wealth Advisors LLC grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.3% in the third quarter, according to its most recent filing with the SEC. The fund owned 1,132 shares of the exchange traded fund’s stock after acquiring an additional 150 shares during the period. Encompass Wealth Advisors LLC’s […]

Company-profile
Nasdaq
Avalon-trust-co
Wealth-advisors
Visionpoint-advisory-group
Arlington-partners
Encompass-wealth-advisors
Free-report
Private-capital
Point-advisory-group
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Palisade Asset Management LLC Trims Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)

Palisade Asset Management LLC Trims Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)
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America
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Blackrock
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