Encompass Wealth Advisors, LLC ETF Ser Solutions U S Global J Transaction History

Encompass Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 28, 2022	SELL	$16.91 - $23.43 $172,228 - $238,634	-10,185 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$21.57 - $24.62 $4,853 - $5,539	225 Added 2.26%	10,185 $240,000
Q2 2021 Aug 03, 2021	BUY	$24.07 - $27.84 $25,514 - $29,510	1,060 Added 11.91%	9,960 $240,000
Q1 2021 May 25, 2021	BUY	$21.38 - $28.71 $190,282 - $255,519	8,900 New	8,900 $227,000

208

21.4M

3.58M

34.8M

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.