Encompass Wealth Advisors, LLC Purchases and Sells in Q3 2025

Encompass Wealth Advisors, LLC

  • $289 Million
  • Q3 2025

Top Buys

Incresed Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
573
+ 0.15%
$108.97 - $121.65 $62.4K - $69.7K
378K $45.6M
3.11K
+ 1.86%
$194.44 - $206.51 $605K - $643K
170K $35.2M
3.21K
+ 2.26%
$108.46 - $120.63 $348K - $387K
145K $17.2M
5.91K
+ 2.29%
$81.7 - $87.53 $483K - $517K
264K $23M
6.85K
+ 3.29%
$62.09 - $66.51 $425K - $456K
215K $14M
2.75K
+ 2.4%
$56.02 - $60.3 $154K - $166K
117K $7.02M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
472
New
$567.77 - $614.76 $268K - $290K
472 $289K
1.08K
New
$174.36 - $254.72 $189K - $276K
1.08K $263K
1.02K
New
$195.41 - $212.37 $199K - $216K
1.02K $212K
5.82K
New
$33.53 - $35.95 $195K - $209K
5.82K $206K
3.34K
New
$59.81 - $60.11 $200K - $201K
3.34K $200K
ROCKET LAB CORP
4.33K
New
N/A
4.33K $0
View all

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-126
- 0.22%
$118.3 - $142.16 $14.9K - $17.9K
57.6K $6.99M
-41
- 0.81%
$495.03 - $573.0 $20.3K - $23.5K
5.02K $2.5M
-50
- 1.59%
$232.56 - $304.78 $11.6K - $15.2K
3.09K $762K
-4
- 0.23%
$231.66 - $273.65 $927 - $1.09K
1.71K $405K
-17
- 8.33%
$1147.87 - $1297.18 $19.5K - $22.1K
187 $224K
-38
- 4.55%
$625.65 - $812.69 $23.8K - $30.9K
797 $608K
View all
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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