Encompass Wealth Advisors, LLC Schwab US Treasury Money Fund;Ultra Transaction History

Encompass Wealth Advisors, LLC

922,686

Previous 910,984 1.28%

Previous $0 NaN%

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	N/A	11,702 Added 1.28%	922,686 $0
Q2 2024 Aug 08, 2024	SELL	N/A	-245,348 Reduced 21.22%	910,984 $0
Q1 2024 May 10, 2024	SELL	N/A	-187,268 Reduced 13.94%	1,156,332 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-346,844 Reduced 20.52%	1,343,600 $0
Q3 2023 Nov 07, 2023	BUY	N/A	21,927 Added 1.31%	1,690,444 $0
Q2 2023 Aug 09, 2023	SELL	N/A	-81,483 Reduced 4.66%	1,668,517 $0
Q1 2023 May 04, 2023	BUY	N/A	1,750,000 New	1,750,000 $0

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