ENCOMPASS WEALTH ADVISORS, LLC's ownership history for SPY

ENCOMPASS WEALTH ADVISORS, LLC currently holds 403 shares with a market value of $274.8K. It started holding SPY on 2024-09-30. At its peak, it held 1.5K shares on 2024-12-31. Its highest holding value was $934.7K on 2025-09-30. At its lowest, it held 403 shares on 2025-12-31, with a value of $274.8K on 2025-12-31. In the recent 180 days, ENCOMPASS WEALTH ADVISORS, LLC has decreased its shares by 1.0K. In the recent year, ENCOMPASS WEALTH ADVISORS, LLC has decreased its shares by 1.1K.