Encompass Wealth Advisors, LLC Amana Growth Institutional Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
7,253
Previous 7,253 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
N/A
-119 Reduced 1.61%
7,253 $0
Q4 2023

Feb 13, 2024
BUY
N/A
60 Added 0.82%
7,372 $0
Q4 2022

Feb 01, 2023
BUY
N/A
270 Added 3.83%
7,312 $0
Q3 2022

Oct 28, 2022
SELL
N/A
-729 Reduced 9.38%
7,042 $377,000
Q2 2022

Aug 03, 2022
SELL
N/A
-439 Reduced 5.35%
7,771 $440,000
Q4 2021

Jan 20, 2022
SELL
N/A
-21 Reduced 0.26%
8,210 $607,000
Q1 2021

May 25, 2021
BUY
N/A
8,231 New
8,231 $497,000
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