ENCOMPASS WEALTH ADVISORS, LLC's ownership history for IVV

ENCOMPASS WEALTH ADVISORS, LLC currently holds 5.4K shares with a market value of $3.6M. It started holding IVV on 2024-09-30. At its peak, it held 5.4K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $2.2M on 2024-09-30. In the recent 180 days, ENCOMPASS WEALTH ADVISORS, LLC has increased its shares by 576. In the recent year, ENCOMPASS WEALTH ADVISORS, LLC has increased its shares by 1.6K.