Compass Ion Advisors, LLC Vanguard Financial ETF Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,644 shares of VFH stock, worth $425,655. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,644
Previous 3,644
-0.0%
Holding current value
$425,655
Previous $400,000
7.5%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
764Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.69 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$373 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$224 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$185 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$167 Million7.56% of portfolio