Encompass Wealth Advisors, LLC Vanguard Strategic Equity Inv Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
8,576
Previous 8,576 -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
495 Added 6.13%
8,576 $0
Q4 2022

Feb 01, 2023
BUY
N/A
852 Added 11.79%
8,081 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1,318 Added 22.3%
7,229 $280,000
Q1 2021

May 25, 2021
BUY
N/A
5,911 New
5,911 $257,000
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