Encompass Wealth Advisors, LLC Purchases and Sells in Q4 2024

Encompass Wealth Advisors, LLC

44 operations

Stock	Shares change	Price Range	Shares Held
IVW	7.35K + 2.04%	$94.43 - $105.47 $694K - $775K	368K $37.3M
VUG	1.98K + 230.73%	$378.79 - $428.11 $751K - $849K	2.84K $1.17M
JPST	17.9K + 9.04%	$50.37 - $50.6 $903K - $907K	216K $10.9M
QQQ	1.36K + 71.48%	$481.22 - $538.17 $653K - $730K	3.25K $1.66M
IVV	919 + 23.74%	$570.51 - $610.59 $524K - $561K	4.79K $2.82M
VOOG	1.05K + 12.11%	$340.59 - $380.5 $357K - $398K	9.69K $3.55M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.61K New	$727.2 - $932.06 $1.17M - $1.5M	1.61K $1.24M
ISHARES BITCOIN TRUST ETF	6.81K New	N/A	6.81K $0

34 operations

Stock	Shares change	Price Range	Shares Held
MSFT	-4.44K - 19.07%	$406.35 - $454.46 $1.8M - $2.02M	18.8K $7.94M
COST	-2.33K - 30.37%	$873.59 - $994.69 $2.03M - $2.31M	5.34K $4.89M
AMAT	-7.5K - 82.89%	$161.44 - $213.89 $1.21M - $1.6M	1.55K $251K
UNP	-4.91K - 74.19%	$223.15 - $249.32 $1.1M - $1.22M	1.71K $389K
AMGN	-1.6K - 20.96%	$258.78 - $328.31 $413K - $524K	6.02K $1.57M
NVDA	-7K - 36.27%	$117.0 - $148.88 $819K - $1.04M	12.3K $1.65M

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