Encompass Wealth Advisors »

Casey's General Stores shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Casey's General Stores (CASY) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Casey's General Stores

Tip: Access up to 7 years of quarterly data

All positions including Casey's General Stores held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Casey's General Stores by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $808k 2.2k 375.71
2024-06-30 $820k 2.2k 381.60
2024-03-31 $542k 1.7k 318.52

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 Casey's General Stores

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Investment Management
Morgan Stanley
State Street Corporation
ClearBridge Advisors
Jpmorgan Chase & Co
Henderson Group
Geode Capital Management
Franklin Resources
Vontobel Holding
Dimensional Fund Advisors
Macquarie Group
Citadel Advisors

View all funds holding Casey's General Stores