Encompass Wealth Advisors, LLC Fidelity Total Market Index Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
1,957
Previous 1,709 14.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
N/A
248 Added 14.51%
1,957 $0
Q2 2024

Aug 08, 2024
BUY
N/A
191 Added 12.58%
1,709 $0
Q1 2024

May 10, 2024
BUY
N/A
1,518 New
1,518 $0
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