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Lord Abbett Short mutfund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Lord Abbett Short mutfund (LDLFX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Lord Abbett Short mutfund

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All positions including Lord Abbett Short mutfund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lord Abbett Short mutfund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $62k 16k 3.90
2024-06-30 $60k 16k 3.84
2024-03-31 $62k 16k 3.85
2023-09-30 $60k 16k 3.80
2023-06-30 $59k 16k 3.81
2023-03-31 $59k 15k 3.86
2022-12-31 $58k 15k 3.83
2022-09-30 $58k 15k 3.85
2022-06-30 $92k 23k 3.93
2022-03-31 $109k 27k 4.00
2021-12-31 $112k 27k 4.14
2021-09-30 $124k 30k 4.19
2021-06-30 $123k 30k 4.18
2021-03-31 $132k 32k 4.18

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 Lord Abbett Short mutfund

Encompass Wealth Advisors

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