Encompass Wealth Advisors, LLC Purchases in Q3 2024

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ameris Bank 5.300 10/11/24 Ma Td
200K
New
N/A
200K $0
Us Treasury Bill 11/12/24
200K
New
N/A
200K $0
Pnc Bank 5.300 01/06/25
170K
New
N/A
170K $0
American Funds St Bd Fd Of Amer F2
112
+ 1.1%
N/A
10.3K $0
Us Treasury Bill 12/03/24
100K
New
N/A
100K $0
Us Treasury Bill 12/26/24
100K
New
N/A
100K $0
Vanguard Treasury Money Market Investor
1.28K
+ 1.32%
N/A
98K $0
Fhl Banks 5.400 08/13/29 Ca Ld
80K
New
N/A
80K $0
Us Treasury 4.625 10/15/26
75K
New
N/A
75K $0
Lord Abbett Short Duration Income I
87
+ 0.47%
N/A
18.5K $0
Lord Abbett Short Duration Income F
181
+ 1.16%
N/A
15.8K $0
Janus Henderson Short Duration Flex Bd T
261
+ 1.27%
N/A
20.7K $0
Locl Initiatives 5.000 08/15/25
50K
New
N/A
50K $0
Lord Abbett Floating Rate I
130
+ 0.83%
N/A
15.8K $0
Us Treasury Bill 12/10/24
160K
New
N/A
160K $0
Us Treasury Bill 03/06/25
44K
New
N/A
44K $0
Pnc Bank 5.250 01/10/25
150K
New
N/A
150K $0
Us Treasury Bill 01/07/25
50K
New
N/A
50K $0
Us Treasury Bill 12/31/24
50K
New
N/A
50K $0
Us Treasury Bill 10/03/24 Ma Td
150K
New
N/A
150K $0
Us Treasury Bill 10/22/24 Ma Td
150K
New
N/A
150K $0
Us Treasury Bill 11/21/24
150K
New
N/A
150K $0
Us Treasury Bill 11/19/24
50K
New
N/A
50K $0
Mid Penn Bancorp 5.250 11/04/24 Ma Td
50K
New
N/A
50K $0
Us Treasury 4.625 06/30/26
50K
New
N/A
50K $0
Fidelity Total Market Index
248
+ 14.51%
N/A
1.96K $0
Black Rock Core Bond Instl
29K
+ 3.86%
N/A
781K $0
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
Vanguard Interm Term Bond Index Adm
1.04K
+ 0.94%
N/A
112K $0
Victory Market Neutral Income I
3.09K
+ 2.42%
N/A
131K $0
Us Treasury Bill 12/19/24
1.1M
New
N/A
1.1M $0
Us Treasury Bill 01/16/25
1.05M
New
N/A
1.05M $0
Us Treasury Bill 02/20/25
1M
+ 3571.43%
N/A
1.03M $0
Us Treasury Bill 03/20/25
1M
New
N/A
1M $0
Ab High Income Municipal Advisor
6.82K
+ 8.34%
N/A
88.6K $0
Fidelity Money Market Premium
54.6K
+ 3.73%
N/A
1.52M $0
Western Asset Core Bond I
1.26K
+ 0.9%
N/A
141K $0
Ab Income Advisor
39.5K
+ 5.66%
N/A
737K $0
American Funds Capital Income Bldr F2
9
+ 0.05%
N/A
17.5K $0
Vanguard 500 Index Admiral
15
+ 0.32%
N/A
4.74K $0
Vanguard Small Cap Index Adm
62
+ 0.3%
N/A
21K $0
Jp Morgan Core Bond I
15K
+ 7.12%
N/A
226K $0
Fidelity Government Cash Reserves
187K
+ 8.99%
N/A
2.27M $0
Vanguard Interm Term Tx Ex Adm
132
+ 0.1%
N/A
130K $0
Pioneer Multi Asset Ultrashort Income Y
61.6K
+ 51.46%
N/A
181K $0
Vanguard Long Term Tax Exempt Adm
1.62K
+ 1.14%
N/A
144K $0
Schwab Us Treasury Money Fund;Ultra
11.7K
+ 1.28%
N/A
923K $0
Vanguard Total Stock Mkt Idx Adm
3
+ 0.1%
N/A
3.11K $0
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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