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US Treasury 4.500 11/30/24 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of US Treasury 4.500 11/30/24 shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in US Treasury 4.500 11/30/24

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All positions including US Treasury 4.500 11/30/24 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 4.500 11/30/24 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $75k 75k 1.00
2024-06-30 $75k 75k 1.00
2024-03-31 $75k 75k 1.00
2023-09-30 $50k 50k 0.99
2023-06-30 $74k 75k 0.99
2023-03-31 $50k 50k 1.00

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)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding US Treasury 4.500 11/30/24

Game Plan Financial Advisors
Main Street Group
Encompass Wealth Advisors
Financial Gravity Companies

View all funds holding US Treasury 4.500 11/30/24