Encompass Wealth Advisors, LLC PRIMECAP Odyssey Aggressive Growth Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
15,503
Previous 15,503 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
N/A
826 Added 5.63%
15,503 $0
Q4 2022

Feb 01, 2023
BUY
N/A
1,392 Added 10.48%
14,677 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1,355 Added 11.36%
13,285 $700,000
Q1 2021

May 25, 2021
BUY
N/A
11,930 New
11,930 $672,000
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