Compass Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Compass Wealth Management LLC holds 4,640 shares of VONG stock, worth $430,174. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,640
Previous 4,640
-0.0%
Holding current value
$430,174
Previous $448 Million
7.02%
% of portfolio
0.12%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
783Shares Held
151MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.7 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$962 Million6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$649 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$512 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$429 Million1.45% of portfolio