Encompass Wealth Advisors, LLC JPMorgan Core Bond I Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

Shares

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

Nov 05, 2024
BUY
N/A
15,047 Added 7.12%
226,473 $0
Q2 2024

Aug 08, 2024
BUY
N/A
119,821 Added 130.8%
211,426 $0
Q1 2024

May 10, 2024
BUY
N/A
20,813 Added 29.4%
91,605 $0
Q4 2023

Feb 13, 2024
BUY
N/A
70,792 New
70,792 $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