Encompass Wealth Advisors, LLC DFA US Sustainability Core 1 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
9,328
Previous 9,328 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
SELL
N/A
-647 Reduced 6.49%
9,328 $0
Q1 2021

May 25, 2021
BUY
N/A
9,975 New
9,975 $337,000
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