Amer Fds - Fundamental Inv

Ticker: FINFX CUSIP: 360802821 Class: SHS

ENCOMPASS WEALTH ADVISORS, LLC's Holding History (CIK: 0001849614)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 3,436 Value ($000) $293 Avg Close — Range —
Q2 2024
Shares 3,436 Value ($000) $279 Avg Close — Range —
Q1 2024
Shares 3,429 Value ($000) $273 Avg Close — Range —
Q4 2023
Shares 3,428 Value ($000) $245 Avg Close — Range —
Q3 2023
Shares 3,394 Value ($000) $223 Avg Close — Range —
Q2 2023
Shares 3,393 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 4,011 Value ($000) $255 Avg Close — Range —
Q4 2022
Shares 4,007 Value ($000) $241 Avg Close — Range —
Q3 2022
Shares 3,992 Value ($000) $221 Avg Close — Range —
Q2 2022
Shares 3,990 Value ($000) $234 Avg Close — Range —
Q1 2022
Shares 4,123 Value ($000) $294 Avg Close — Range —
Q4 2021
Shares 4,224 Value ($000) $321 Avg Close — Range —
Q3 2021
Shares 4,163 Value ($000) $313 Avg Close — Range —
Q2 2021
Shares 3,678 Value ($000) $280 Avg Close — Range —
Q1 2021
Shares 3,578 Value ($000) $272 Avg Close — Range —