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Baird Fds Inc Aggr Bd Fd Ins mutual funds shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Baird Fds Inc Aggr Bd Fd Ins mutual funds (BAGIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Baird Fds Inc Aggr Bd Fd Ins mutual funds

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All positions including Baird Fds Inc Aggr Bd Fd Ins 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 Baird Fds Inc Aggr Bd Fd Ins mutual funds by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $114k 11k 10.07
2024-06-30 $110k 11k 9.66
2024-03-31 $110k 11k 9.73

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 Baird Fds Inc Aggr Bd Fd Ins mutual funds

Encompass Wealth Advisors
RiverFront Investment Group
Financial Gravity Wealth

View all funds holding Baird Fds Inc Aggr Bd Fd Ins mutual funds