Encompass Wealth Advisors, LLC Purchases and Sells in Q3 2024

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
463
+ 0.31%
$181.06 - $197.17 $83.8K - $91.3K
150K $29.6M
1.85K
+ 1.48%
$105.53 - $118.34 $195K - $219K
127K $14.9M
4.17K
+ 1.93%
$70.09 - $78.74 $292K - $328K
220K $17.2M
870
+ 2.01%
$207.23 - $234.82 $180K - $204K
44.1K $10.3M
3.34K
+ 1.77%
$57.32 - $62.65 $191K - $209K
192K $11.9M
9.68K
+ 36.7%
$10.72 - $38.6 $104K - $374K
36K $942K
View all

New Holdings

41 operations
Stock Shares change Price Range Shares Held Trade History
1.45K
New
$125.9 - $170.35 $182K - $246K
1.45K $246K
4.69K
New
$39.04 - $47.23 $183K - $221K
4.69K $214K
12.5K
New
$1.59 - $1.91 $19.9K - $23.9K
12.5K $20K
Lam Research Corp
1.55K
New
N/A
1.55K $0
US Treasury Bill 11/07/24
1.2M
New
N/A
1.2M $0
US Treasury Bill 12/19/24
1.1M
New
N/A
1.1M $0
View all

Top Sells

Reduced Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
-123
- 0.53%
$395.15 - $467.56 $48.6K - $57.5K
23.3K $10M
-140
- 1.65%
$152.04 - $190.6 $21.3K - $26.7K
8.35K $1.27M
-264
- 1.16%
$161.02 - $200.0 $42.5K - $52.8K
22.4K $4.18M
-3.44K
- 37.31%
$50.32 - $50.75 $173K - $175K
5.78K $293K
-3.03K
- 5.3%
$50.61 - $50.96 $153K - $155K
54.2K $2.76M
-501
- 2.53%
$98.91 - $134.91 $49.6K - $67.6K
19.3K $2.34M
View all
Activity Summary
Buys All Purchases 124 New Holdings 41 Increased Positions 83 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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