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American Centy Cap Equity Incm mutual funds shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Centy Cap Equity Incm mutual funds (TWEIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Centy Cap Equity Incm mutual funds

Tip: Access up to 7 years of quarterly data

All positions including American Centy Cap Equity Incm mutual funds held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Cap Equity Incm mutual funds by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $385k 45k 8.48
2023-06-30 $401k 45k 8.90
2023-03-31 $392k 45k 8.76
2022-12-31 $390k 45k 8.76
2022-09-30 $355k 42k 8.54
2022-06-30 $369k 41k 8.98
2022-03-31 $405k 41k 9.86
2021-12-31 $382k 39k 9.85
2021-09-30 $377k 39k 9.72
2021-06-30 $379k 39k 9.81
2021-03-31 $376k 38k 9.80

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
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

Top funds holding American Centy Cap Equity Incm mutual funds

Livelsberger Financial Advisory

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