Fidelity California AMT Tax-Free MM I shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Fidelity California AMT Tax-Free MM I (FSBXX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Fidelity California AMT Tax-Free MM I
Tip: Access up to 7 years of quarterly data
All positions including Fidelity California AMT Tax-Free MM I held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity California AMT Tax-Free MM I by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $205k | 205k | 1.00 |
| 2023-06-30 | $204k | 204k | 1.00 |
| 2023-03-31 | $202k | 202k | 1.00 |
| 2022-12-31 | $144k | 144k | 1.00 |
| 2022-09-30 | $253k | 253k | 1.00 |
| 2022-06-30 | $252k | 252k | 1.00 |
| 2022-03-31 | $22k | 22k | 0.99 |
| 2021-12-31 | $22k | 22k | 0.99 |
| 2021-09-30 | $22k | 22k | 0.99 |
| 2021-06-30 | $22k | 22k | 0.99 |
| 2021-03-31 | $22k | 22k | 0.99 |