Compass Wealth Management LLC Ishares Tr Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 575 shares of IYH stock, worth $32,389. This represents 0.01% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$32,389
Previous $37.4 Million
10.35%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
555Shares Held
24.5MCall Options Held
5.3KPut Options Held
500-
Morgan Stanley New York, NY2.2MShares$124 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$108 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$89.4 Million0.04% of portfolio
-
Ubs Group Ag1.37MShares$77.3 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.29MShares$72.9 Million0.06% of portfolio