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American Funds American Mutual 529-F-2 shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of American Funds American Mutual 529-F-2 (FFMMX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in American Funds American Mutual 529-F-2

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All positions including American Funds American Mutual 529-F-2 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 Funds American Mutual 529-F-2 by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $702k 12k 59.28
2024-06-30 $623k 12k 54.40
2024-03-31 $616k 11k 54.38
2023-09-30 $534k 11k 47.82
2023-06-30 $550k 11k 49.66
2023-03-31 $534k 11k 48.56
2022-12-31 $526k 11k 48.42
2022-09-30 $475k 11k 45.10
2022-06-30 $499k 10k 48.30
2022-03-31 $562k 11k 52.93
2021-12-31 $528k 9.9k 53.09
2021-09-30 $347k 7.0k 49.67
2021-06-30 $331k 6.6k 50.11
2021-03-31 $320k 6.4k 49.78

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 American Funds American Mutual 529-F-2

Encompass Wealth Advisors

View all funds holding American Funds American Mutual 529-F-2