ENCOMPASS WEALTH ADVISORS, LLC - LORD ABBETT INVT TR S ownership

LORD ABBETT INVT TR S's ticker is and the CUSIP is 543916464. A total of 1 filers reported holding LORD ABBETT INVT TR S in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of LORD ABBETT INVT TR S
ValueSharesWeighting
Q3 2023$59,655
+0.8%
15,699
+1.1%
0.02%
+5.3%
Q2 2023$59,173
-0.3%
15,531
+1.1%
0.02%
-5.0%
Q1 2023$59,324
+1.8%
15,369
+1.0%
0.02%
-4.8%
Q4 2022$58,300
+0.5%
15,222
+0.9%
0.02%
-4.5%
Q3 2022$58,000
-37.0%
15,084
-35.6%
0.02%
-33.3%
Q2 2022$92,000
-15.6%
23,409
-14.0%
0.03%
+17.9%
Q1 2022$109,000
-2.7%
27,231
+0.6%
0.03%
+3.7%
Q4 2021$112,000
-9.7%
27,072
-8.6%
0.03%
-15.6%
Q3 2021$124,000
+0.8%
29,618
+0.5%
0.03%
+6.7%
Q2 2021$123,000
-6.8%
29,457
-6.7%
0.03%
-11.8%
Q1 2021$132,00031,5640.03%
Other shareholders
LORD ABBETT INVT TR S shareholders Q2 2022
NameSharesValueWeighting ↓
ORG Partners LLC 47,882$181,9530.05%
ENCOMPASS WEALTH ADVISORS, LLC 15,699$59,6550.02%
View complete list of LORD ABBETT INVT TR S shareholders