Encompass Wealth Advisors, LLC Hartford Multifactor Developed Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
$25.8 - $27.29 $115,455 - $122,122
-4,475 Reduced 11.76%
33,584 $883,000
Q1 2023

May 04, 2023
BUY
$24.92 - $26.74 $19,437 - $20,857
780 Added 2.09%
38,059 $1 Million
Q4 2022

Feb 01, 2023
SELL
$21.52 - $25.59 $132,348 - $157,378
-6,150 Reduced 14.16%
37,279 $924,000
Q3 2022

Oct 28, 2022
SELL
$21.66 - $26.01 $24,042 - $28,871
-1,110 Reduced 2.49%
43,429 $944,000
Q2 2022

Aug 03, 2022
SELL
$24.89 - $29.35 $8,387 - $9,890
-337 Reduced 0.75%
44,539 $1.11 Million
Q1 2022

Apr 28, 2022
SELL
$27.12 - $30.49 $3,606 - $4,055
-133 Reduced 0.3%
44,876 $0
Q4 2021

Jan 20, 2022
SELL
$29.2 - $31.08 $33,872 - $36,052
-1,160 Reduced 2.51%
45,009 $1.36 Million
Q3 2021

Nov 16, 2021
SELL
$30.1 - $31.87 $63,661 - $67,405
-2,115 Reduced 4.38%
46,169 $1.39 Million
Q2 2021

Aug 03, 2021
SELL
$30.02 - $31.92 $2,761 - $2,936
-92 Reduced 0.19%
48,284 $1.48 Million
Q1 2021

May 25, 2021
BUY
$28.2 - $30.0 $1.36 Million - $1.45 Million
48,376 New
48,376 $1.48 Million
Q4 2020

Mar 09, 2021
SELL
$25.02 - $28.69 $1.19 Million - $1.36 Million
-47,572 Closed
0 $0
Q4 2020

Mar 09, 2021
BUY
$25.02 - $28.69 $1.19 Million - $1.36 Million
47,572 New
47,572 $1.35 Million

Others Institutions Holding RODM

# of Institutions
114
Shares Held
33.4M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD MULTIFACTOR DEVELOPED

RODM Quotes by TradingView
  • Ticker RODM
  • Sector ETFs
  • Industry ETFs
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