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Franklin Custodian Fds Inc income advisr shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Franklin Custodian Fds Inc income advisr (FRIAX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Franklin Custodian Fds Inc income advisr

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All positions including Franklin Custodian Fds Inc income advisr 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 Custodian Fds Inc income advisr by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 262k 2.43
2024-06-30 $606k 261k 2.32
2024-03-31 $605k 261k 2.32
2023-09-30 $567k 260k 2.18
2023-06-30 $587k 260k 2.26
2023-03-31 $536k 235k 2.28
2022-12-31 $528k 235k 2.25
2022-09-30 $497k 234k 2.12
2022-06-30 $533k 236k 2.26
2022-03-31 $596k 238k 2.50
2021-12-31 $597k 239k 2.50
2021-09-30 $582k 237k 2.46
2021-06-30 $584k 236k 2.48
2021-03-31 $580k 235k 2.47

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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 Custodian Fds Inc income advisr

Encompass Wealth Advisors

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