Encompass Wealth Advisors, LLC US Treasury 4.375 10/31/24 Transaction History

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
N/A
-200,000 Reduced 27.59%
525,000 $0
Q4 2023

Feb 13, 2024
BUY
N/A
25,000 Added 3.57%
725,000 $0
Q3 2023

Nov 07, 2023
SELL
N/A
-25,000 Reduced 3.45%
700,000 $0
Q2 2023

Aug 09, 2023
BUY
N/A
225,000 Added 45.0%
725,000 $0
Q4 2022

Feb 01, 2023
BUY
N/A
500,000 New
500,000 $0
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