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Am Ex Bk 4.000 10/12/23 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Am Ex Bk 4.000 10/12/23 shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Am Ex Bk 4.000 10/12/23

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All positions including Am Ex Bk 4.000 10/12/23 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Am Ex Bk 4.000 10/12/23 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $30k 30k 1.00
2023-06-30 $30k 30k 1.00
2023-03-31 $30k 30k 0.99
2022-12-31 $30k 30k 1.00

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Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
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iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors