Encompass Wealth Advisors, LLC US Treasury 4.875 04/30/26 Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
200,000
Previous 160,000 25.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024
BUY
N/A
40,000 Added 25.0%
200,000 $0
Q2 2024

Aug 08, 2024
BUY
N/A
160,000 New
160,000 $0
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