Number of Shares
164,432
Previous 166,159 1.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

SELL
N/A
-1,727 Reduced 1.04%
164,432 $0
Q2 2024

Aug 08, 2024

SELL
N/A
-3,172 Reduced 1.87%
166,159 $0
Q1 2024

May 10, 2024

SELL
N/A
-4,745 Reduced 2.73%
169,331 $0
Q4 2023

Feb 13, 2024

BUY
N/A
3,957 Added 2.33%
174,076 $0
Q3 2023

Nov 07, 2023

SELL
N/A
-5,557 Reduced 3.16%
170,119 $0
Q2 2023

Aug 09, 2023

SELL
N/A
-6,999 Reduced 3.83%
175,676 $0
Q1 2023

May 04, 2023

SELL
N/A
-2,328 Reduced 1.26%
182,675 $0
Q4 2022

Feb 01, 2023

SELL
N/A
-6,446 Reduced 3.37%
185,003 $0
Q3 2022

Oct 28, 2022

SELL
N/A
-6,394 Reduced 3.23%
191,449 $4.99 Million
Q2 2022

Aug 03, 2022

SELL
N/A
-2,429 Reduced 1.21%
197,843 $5.47 Million
Q1 2022

Apr 28, 2022

SELL
N/A
-962 Reduced 0.48%
200,272 $0
Q4 2021

Jan 20, 2022

SELL
N/A
-2,271 Reduced 1.12%
201,234 $6.85 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-16,589 Reduced 7.54%
203,505 $7.27 Million
Q2 2021

Aug 03, 2021

SELL
N/A
-401 Reduced 0.18%
220,094 $7.95 Million
Q1 2021

May 25, 2021

BUY
N/A
220,495 New
220,495 $7.69 Million
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.