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Franklin OR Tax Free Income Adv shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Franklin OR Tax Free Income Adv (FOFZX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Franklin OR Tax Free Income Adv

Tip: Access up to 7 years of quarterly data

All positions including Franklin OR Tax Free Income Adv held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin OR Tax Free Income Adv by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 24k 10.66
2024-06-30 $248k 24k 10.50
2024-03-31 $247k 24k 10.51
2023-09-30 $230k 23k 9.92
2023-06-30 $240k 23k 10.41
2023-03-31 $241k 23k 10.53
2022-12-31 $235k 23k 10.35
2022-09-30 $227k 23k 10.07
2022-06-30 $236k 22k 10.53
2022-03-31 $679k 61k 11.05
2021-12-31 $605k 51k 11.88
2021-09-30 $598k 51k 11.81
2021-06-30 $602k 50k 11.95
2021-03-31 $597k 50k 11.89

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 Franklin OR Tax Free Income Adv

Encompass Wealth Advisors

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