Compass Ion Advisors, LLC Vanguard Financial ETF Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 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 $453,422. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,644
Previous 3,746
2.72%
Holding current value
$453,422
Previous $374,000
6.95%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
702Shares Held
52.6MCall Options Held
45KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC23.4MShares$2.91 Billion0.22% of portfolio
-
Morgan Stanley New York, NY2.75MShares$342 Million0.02% of portfolio
-
Ubs Group Ag1.88MShares$234 Million0.05% of portfolio
-
Beacon Capital Management, Inc.1.52MShares$189 Million7.19% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$170 Million0.03% of portfolio