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Us Treasury shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Us Treasury shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Us Treasury

Tip: Access up to 7 years of quarterly data

All positions including Us Treasury held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Us Treasury by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 1.1M 0.99

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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Costco Wholesale Corp Common Stock (COST)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Us Treasury

Encompass Wealth Advisors

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