Compass Wealth Management LLC Vanguard Russell 1000 ETF Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Russell 1000 ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 3,125 shares of VONE stock, worth $789,250. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,125
Previous 3,125
-0.0%
Holding current value
$789,250
Previous $813 Million
2.56%
% of portfolio
0.2%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding VONE
# of Institutions
339Shares Held
10.8MCall Options Held
700Put Options Held
400-
Ameriprise Financial Inc Minneapolis, MN789KShares$199 Million0.06% of portfolio
-
Red Cedar Investment Management, LLC675KShares$170 Million22.8% of portfolio
-
Bank Of America Corp Charlotte, NC639KShares$161 Million0.01% of portfolio
-
Morgan Stanley New York, NY607KShares$153 Million0.01% of portfolio
-
Ubs Group Ag605KShares$153 Million0.03% of portfolio