Principal Fds Global Divers Inc Instl mutual fund shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Principal Fds Global Divers Inc Instl mutual fund (PGDIX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Principal Fds Global Divers Inc Instl mutual fund
Tip: Access up to 7 years of quarterly data
All positions including Principal Fds Global Divers Inc Instl mutual fund 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 Principal Fds Global Divers Inc Instl mutual fund by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.3M | 202k | 11.39 |
| 2023-06-30 | $2.9M | 244k | 11.71 |
| 2023-03-31 | $3.2M | 273k | 11.78 |
| 2022-12-31 | $3.2M | 272k | 11.69 |
| 2022-09-30 | $3.4M | 294k | 11.54 |
| 2022-06-30 | $3.7M | 310k | 11.98 |
| 2022-03-31 | $4.7M | 363k | 13.08 |
| 2021-12-31 | $5.0M | 359k | 13.85 |
| 2021-09-30 | $4.9M | 360k | 13.67 |
| 2021-06-30 | $5.0M | 363k | 13.79 |
| 2021-03-31 | $5.3M | 385k | 13.74 |