Encompass Wealth Advisors, LLC Closed Holding Positions

Encompass Wealth Advisors, LLC

  • $245 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Los Angeles Cnty Calif Met 5.000 07/01/27
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
Midpeninsula Regl Open Space D 5.000 09/01/23 '22
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
Metropolitan Wtr Dist Salt 2.300 07/01/28 '26
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Las Vegas Nev 3.000 06/01/34 '27
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Holmdel Twp N J 2.000 05/01/26
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Connecticut St Spl Tax Oblig R 3.125 05/01/40 '30
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Ball St Univ Ind Univ Revs 3.250 07/01/32 '28
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Smith Cnty Tex 3.000 02/15/27
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Metropolitan Atlanta Rapid 3.000 07/01/36 '29
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Charlotte N C Arpt Rev 3.000 07/01/35 '29
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Long Island Pwr Auth N Y Elec 3.375 09/01/31 '28
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Allegheny Cnty Pa Hosp Dev 4.000 07/15/39 '29
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
California Edl Facs Auth Rev 5.000 09/01/26
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
California St 5.000 08/01/24
Q2 2022 Filed on Aug 03, 2022
55,000
N/A
Turlock Calif Irr Dist Rev 5.000 01/01/39 '30
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Los Angeles Calif Dept Arpts 5.000 05/15/41 '31
Q2 2022 Filed on Aug 03, 2022
220,000
N/A
California Edl Facs Auth Rev 5.000 10/01/25
Q2 2022 Filed on Aug 03, 2022
60,000
N/A
San Diego Calif Pub Facs Fing 5.000 08/01/32 '30
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
University N Mex Univ Revs 2.500 06/01/29 '26
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
California Health Facs Fing 5.000 11/15/32 '27
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
California St Pub Wks Brd 5.000 11/01/28
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
California St Dept Wtr Res 5.000 12/01/28
Q2 2022 Filed on Aug 03, 2022
25,000
N/A
New York N Y 5.000 08/01/28
Q2 2022 Filed on Aug 03, 2022
30,000
N/A
California St Pub Wks Brd 5.000 03/01/23
Q2 2022 Filed on Aug 03, 2022
35,000
N/A
University Calif Revs 5.000 05/15/25
Q2 2022 Filed on Aug 03, 2022
35,000
N/A
California St 5.000 03/01/27 '25
Q2 2022 Filed on Aug 03, 2022
35,000
N/A
California St 5.000 11/01/22
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
San Diego Calif Pub Facs Fing 5.000 05/15/24
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
Los Angeles Calif Wastewater 5.000 06/01/26
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
Florida St Brd Ed Pub Ed 3.000 06/01/33 '29
Q2 2022 Filed on Aug 03, 2022
45,000
N/A
El Dorado Calif Irr Dist Ctfs 5.000 03/01/40 '30
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
California St Dept Wtr Res 5.000 12/01/34 '28
Q2 2022 Filed on Aug 03, 2022
40,000
N/A
Burlington Cnty N J 2.000 05/01/23
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Allegheny Cnty Pa Hosp Dev 3.000 07/15/22
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Toms River N J Brd Ed 2.000 07/15/25
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Holmdel Twp N J 2.000 05/01/24
Q2 2022 Filed on Aug 03, 2022
50,000
N/A
Los Angeles Calif Wastewater 5.000 06/01/34 '28
Q2 2022 Filed on Aug 03, 2022
60,000
N/A
California St Pub Wks Brd 5.000 04/01/24
Q2 2022 Filed on Aug 03, 2022
75,000
N/A
Los Angeles Calif Uni Sch Dist 5.000 07/01/31 '30
Q2 2022 Filed on Aug 03, 2022
155,000
N/A
University Calif Revs 5.000 05/15/36 '28
Q2 2022 Filed on Aug 03, 2022
165,000
N/A
Washington Cnty Ore Sch Dist N 5.000 06/15/22
Q2 2022 Filed on Aug 03, 2022
200,000
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2022 Filed on Aug 03, 2022
4,370
$32.0 - $51.03 $140K - $223K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 03, 2022
5,884
$38.85 - $50.6 $229K - $298K
Tiaa Fsb Jacksonville Fla 2.5percent22
Q2 2022 Filed on Aug 03, 2022
245,000
N/A
Hartford Capital Appreciation I
Q2 2022 Filed on Aug 03, 2022
5,372
N/A
Los Angeles Calif Dept Wtr & 5.000 07/01/38 '28
Q2 2022 Filed on Aug 03, 2022
195,000
N/A
California St Pub Wks Brd 5.000 11/01/30 '28
Q2 2022 Filed on Aug 03, 2022
210,000
N/A
Hartford Floating Rate High Inc I
Q2 2022 Filed on Aug 03, 2022
27,165
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 03, 2022
6,744
$33.85 - $40.03 $228K - $270K
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