Lord Abbett Invt Tr Fltg Rate shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Lord Abbett Invt Tr Fltg Rate (LFRIX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Lord Abbett Invt Tr Fltg Rate
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All positions including Lord Abbett Invt Tr Fltg Rate held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lord Abbett Invt Tr Fltg Rate by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $137k | 17k | 8.10 |
| 2023-06-30 | $155k | 19k | 8.02 |
| 2023-03-31 | $152k | 19k | 7.93 |
| 2022-12-31 | $149k | 19k | 7.85 |
| 2022-09-30 | $147k | 19k | 7.81 |
| 2022-06-30 | $146k | 19k | 7.80 |
| 2022-03-31 | $156k | 19k | 8.34 |
| 2021-12-31 | $157k | 19k | 8.42 |
| 2021-09-30 | $156k | 19k | 8.40 |
| 2021-06-30 | $186k | 22k | 8.44 |
| 2021-03-31 | $184k | 22k | 8.38 |