Lord Abbett Invt Tr Fltg Rate shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Lord Abbett Invt Tr Fltg Rate (LFRIX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Lord Abbett Invt Tr Fltg Rate
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Quarterly reported holdings in Lord Abbett Invt Tr Fltg Rate by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $129k | 16k | 8.15 |
| 2024-06-30 | $128k | 16k | 8.16 |
| 2024-03-31 | $128k | 16k | 8.18 |
| 2023-09-30 | $137k | 17k | 8.10 |
| 2023-06-30 | $155k | 19k | 8.02 |
| 2023-03-31 | $152k | 19k | 7.93 |
| 2022-12-31 | $149k | 19k | 7.85 |
| 2022-09-30 | $147k | 19k | 7.81 |
| 2022-06-30 | $146k | 19k | 7.80 |
| 2022-03-31 | $156k | 19k | 8.34 |
| 2021-12-31 | $157k | 19k | 8.42 |
| 2021-09-30 | $156k | 19k | 8.40 |
| 2021-06-30 | $186k | 22k | 8.44 |
| 2021-03-31 | $184k | 22k | 8.38 |
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