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Ab High Income Muni Port Advisor mutual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Ab High Income Muni Port Advisor mutual fund (ABTYX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Ab High Income Muni Port Advisor mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Ab High Income Muni Port Advisor mutual fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ab High Income Muni Port Advisor mutual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $792k 77k 10.30
2023-09-30 $618k 66k 9.42
2023-06-30 $613k 61k 10.12
2023-03-31 $409k 40k 10.26

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)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Ab High Income Muni Port Advisor mutual fund

Encompass Wealth Advisors

View all funds holding Ab High Income Muni Port Advisor mutual fund