Compass Advisory Group LLC Innovator U.S. Equity Power Bu Transaction History

Compass Advisory Group LLC

  • $210 Million
  • Q4 2024

A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 15,197 shares of POCT stock, worth $611,831. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,197
Previous 12,787 18.85%
Holding current value
$611,831
Previous $498,000 20.68%
% of portfolio
0.29%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$38.63 - $40.03 $93,098 - $96,472
2,410 Added 18.85%
15,197 $601,000
Q4 2023

Jan 29, 2024
BUY
$33.24 - $36.16 $24,099 - $26,215
725 Added 6.01%
12,787 $461,000
Q3 2023

Oct 24, 2023
SELL
$33.33 - $34.11 $34,663 - $35,474
-1,040 Reduced 7.94%
12,062 $409,000
Q4 2022

Jan 19, 2023
BUY
$28.48 - $30.65 $107,996 - $116,224
3,792 Added 40.73%
13,102 $0
Q2 2022

Jul 14, 2022
BUY
$27.6 - $30.33 $256,956 - $282,372
9,310 New
9,310 $261,000

Others Institutions Holding POCT

# of Institutions
189
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
Track This Portfolio

Track Compass Advisory Group LLC Portfolio

Follow Compass Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email