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Metwest Ttl Ret Bd I mutual fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Metwest Ttl Ret Bd I mutual fund (MWTIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Metwest Ttl Ret Bd I mutual fund

Tip: Access up to 7 years of quarterly data

All positions including Metwest Ttl Ret Bd I 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 Metwest Ttl Ret Bd I mutual fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $92k 10k 9.02

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Top funds holding Metwest Ttl Ret Bd I mutual fund

Encompass Wealth Advisors
Tucker Asset Management

View all funds holding Metwest Ttl Ret Bd I mutual fund