Encompass Wealth Advisors, LLC American Funds Strategic Bond Fund;529F2 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
20,667
Previous 20,816 0.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
N/A
-149 Reduced 0.72%
20,667 $0
Q2 2024

Aug 08, 2024
BUY
N/A
369 Added 1.8%
20,816 $0
Q1 2024

May 10, 2024
BUY
N/A
243 Added 1.2%
20,447 $0
Q4 2023

Feb 13, 2024
BUY
N/A
841 Added 4.34%
20,204 $0
Q3 2023

Nov 07, 2023
BUY
N/A
245 Added 1.28%
19,363 $0
Q2 2023

Aug 09, 2023
BUY
N/A
214 Added 1.13%
19,118 $0
Q1 2023

May 04, 2023
BUY
N/A
363 Added 1.96%
18,904 $0
Q4 2022

Feb 01, 2023
BUY
N/A
1,177 Added 6.78%
18,541 $0
Q3 2022

Oct 28, 2022
BUY
N/A
461 Added 2.73%
17,364 $166,000
Q2 2022

Aug 03, 2022
SELL
N/A
-380 Reduced 2.2%
16,903 $172,000
Q1 2022

Apr 28, 2022
BUY
N/A
1,316 Added 8.24%
17,283 $0
Q4 2021

Jan 20, 2022
BUY
N/A
15,967 New
15,967 $181,000
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