Number of Shares
15,248
Previous 51,950 70.65%
Holding current value
$427 Million
Previous $1.46 Billion 70.72%
% of portfolio
0.14%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

SELL
N/A
-36,702 Reduced 70.65%
15,248 $427 Million
Q3 2024

Nov 14, 2024

SELL
N/A
-99,424 Reduced 65.68%
51,950 $1.46 Billion
Q2 2024

Jul 26, 2024

BUY
N/A
26,184 Added 20.92%
151,374 $4.36 Billion
Q1 2024

May 10, 2024

BUY
N/A
125,190 New
125,190 $3.66 Billion
Track This Portfolio

Track Encompass More Asset Management Portfolio

Follow Encompass More Asset Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass More Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Encompass More Asset Management with notifications on news.