Banc of CA shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Banc of CA shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Banc of CA
Tip: Access up to 7 years of quarterly data
All positions including Banc of CA held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Banc of CA by Encompass Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $40k | 40k | 1.00 |