Encompass Wealth Advisors, LLC Franklin OR Tax Free Income Adv Transaction History

Encompass Wealth Advisors, LLC

23,826

Previous 23,658 0.71%

Previous $0 NaN%

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	N/A	168 Added 0.71%	23,826 $0
Q2 2024 Aug 08, 2024	BUY	N/A	167 Added 0.71%	23,658 $0
Q1 2024 May 10, 2024	BUY	N/A	159 Added 0.68%	23,491 $0
Q4 2023 Feb 13, 2024	BUY	N/A	167 Added 0.72%	23,332 $0
Q3 2023 Nov 07, 2023	BUY	N/A	159 Added 0.69%	23,165 $0
Q2 2023 Aug 09, 2023	BUY	N/A	153 Added 0.67%	23,006 $0
Q1 2023 May 04, 2023	BUY	N/A	149 Added 0.66%	22,853 $0
Q4 2022 Feb 01, 2023	BUY	N/A	151 Added 0.67%	22,704 $0
Q3 2022 Oct 28, 2022	BUY	N/A	137 Added 0.61%	22,553 $227,000
Q2 2022 Aug 03, 2022	SELL	N/A	-39,008 Reduced 63.51%	22,416 $236,000
Q1 2022 Apr 28, 2022	BUY	N/A	10,516 Added 20.66%	61,424 $0
Q4 2021 Jan 20, 2022	BUY	N/A	264 Added 0.52%	50,908 $605,000
Q3 2021 Nov 16, 2021	BUY	N/A	250 Added 0.5%	50,644 $598,000
Q2 2021 Aug 03, 2021	BUY	N/A	170 Added 0.34%	50,394 $602,000
Q1 2021 May 25, 2021	BUY	N/A	50,224 New	50,224 $597,000

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

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