Encompass Wealth Advisors, LLC ISHARES BITCOIN TRUST ETF Transaction History

Encompass Wealth Advisors, LLC

  • $269 Million
  • Q2 2025
Number of Shares
7,495
Previous 6,530 14.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
965 Added 14.78%
7,495 $0
Q1 2025

Apr 22, 2025
SELL
N/A
-278 Reduced 4.08%
6,530 $0
Q4 2024

Jan 27, 2025
BUY
N/A
6,808 New
6,808 $0
Q2 2024

Aug 08, 2024
SELL
N/A
-845 Reduced 10.44%
7,247 $0
Q1 2024

May 10, 2024
BUY
N/A
8,092 New
8,092 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email