CUSIP 82524A821
American Funds ST Bd Fd of Amer F2
2 institutions · $100.3K total · 10,411 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENCOMPASS WEALTH ADVISORS, LLC | 10,308 | $99.3K | 99.01% | 2024-09-30 |
| 2 | ORG Partners LLC | 103 | $982 | 0.98% | 2024-06-30 |
2 institutions · $100.3K total · 10,411 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ENCOMPASS WEALTH ADVISORS, LLC | 10,308 | $99.3K | 99.01% | 2024-09-30 |
| 2 | ORG Partners LLC | 103 | $982 | 0.98% | 2024-06-30 |