Encompass Wealth Advisors, LLC Vanguard MA Tax-Exempt Inv Transaction History

Encompass Wealth Advisors, LLC

  • $278 Million
  • Q3 2024
Number of Shares
34,478
Previous 34,184 0.86%
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
Q3 2024

Nov 05, 2024
BUY
N/A
294 Added 0.86%
34,478 $0
Q2 2024

Aug 08, 2024
BUY
N/A
295 Added 0.87%
34,184 $0
Q1 2024

May 10, 2024
BUY
N/A
275 Added 0.82%
33,889 $0
Q4 2023

Feb 13, 2024
BUY
N/A
33,614 New
33,614 $0
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