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Franklin OR Tax Free Income Adv shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Franklin OR Tax Free Income Adv (FOFZX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Franklin OR Tax Free Income Adv

Tip: Access up to 7 years of quarterly data

All positions including Franklin OR Tax Free Income Adv held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin OR Tax Free Income Adv by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $230k 23k 9.92
2023-06-30 $240k 23k 10.41
2023-03-31 $241k 23k 10.53
2022-12-31 $235k 23k 10.35
2022-09-30 $227k 23k 10.07
2022-06-30 $236k 22k 10.53
2022-03-31 $679k 61k 11.05
2021-12-31 $605k 51k 11.88
2021-09-30 $598k 51k 11.81
2021-06-30 $602k 50k 11.95
2021-03-31 $597k 50k 11.89

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iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
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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