Number of Shares
131,794
Previous 140,064 5.9%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2024

SELL
N/A
-8,270 Reduced 5.9%
131,794 $0
Q4 2023

Feb 13, 2024

SELL
N/A
-3,132 Reduced 2.19%
140,064 $0
Q4 2022

Feb 01, 2023

BUY
N/A
11,130 Added 8.43%
143,196 $0
Q3 2022

Oct 28, 2022

SELL
N/A
-7,595 Reduced 5.44%
132,066 $3.5 Million
Q1 2022

Apr 28, 2022

SELL
N/A
-7,244 Reduced 4.93%
139,661 $0
Q4 2021

Jan 20, 2022

BUY
N/A
5,448 Added 3.85%
146,905 $4.94 Million
Q3 2021

Nov 16, 2021

SELL
N/A
-16,251 Reduced 10.3%
141,457 $4.78 Million
Q1 2021

May 25, 2021

BUY
N/A
157,708 New
157,708 $5.27 Million
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.