EWA
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Encompass Wealth Advisors’s Pathward Financial CASH Stock Holding History

Encompass Wealth Advisors’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,472
Closed -$478K – 282
2024
Q1 		$478K Buy
+9,472
New +$478K 0.13% 149