Encompass Wealth Advisors, LLC American Funds New World Fund;529-F-2 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
2,746
Previous 2,718 1.03%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
N/A
28 Added 1.03%
2,746 $0
Q2 2024

Aug 08, 2024
BUY
N/A
19 Added 0.7%
2,718 $0
Q1 2024

May 10, 2024
BUY
N/A
4 Added 0.15%
2,699 $0
Q4 2023

Feb 13, 2024
BUY
N/A
2,695 New
2,695 $0
Q1 2022

Apr 28, 2022
SELL
N/A
-2,382 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
N/A
2,382 New
2,382 $205,000
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