Compass Financial Group, Inc/Sd Reduced Holdings in Q3 2024

Compass Financial Group, Inc/Sd

  • $509 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OTTR
Otter Tail Corp

Utilities
-88
- 3.27%
$75.49 - $100.47 $6.64K - $8.84K
2.6K $204M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-471
- 18.76%
$105.53 - $118.34 $49.7K - $55.7K
2.04K $239M
VDE
Vanguard Energy ETF

ETFs
-41
- 1.02%
$117.44 - $131.06 $4.82K - $5.37K
3.97K $486M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-796
- 9.21%
$117.9 - $128.2 $93.8K - $102K
7.84K $1.01B
AOM
Ishares Tr Core Moderate Alloc

ETFs
-578
- 10.21%
$42.66 - $45.18 $24.7K - $26.1K
5.08K $229M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.84K
- 5.83%
$61.11 - $67.85 $113K - $125K
29.8K $2.02B
VO
Vanguard Mid Cap ETF

ETFs
-121
- 10.33%
$237.84 - $263.83 $28.8K - $31.9K
1.05K $277M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-225
- 2.44%
$76.94 - $79.54 $17.3K - $17.9K
9K $715M
VCIT
Vanguard Intermediate Term Cor

ETFs
-331
- 4.06%
$79.29 - $84.02 $26.2K - $27.8K
7.81K $654M
VT
Vanguard Total World Stk Index

ETFs
-549
- 5.24%
$107.72 - $119.96 $59.1K - $65.9K
9.93K $1.19B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-93
- 4.69%
$125.95 - $142.04 $11.7K - $13.2K
1.89K $269M
AGNC
Agnc Investment Corp.

Real Estate
-1
- -0.0%
$9.48 - $10.66 $9.48 - $10.7
21.4K $224M
KO
Coca Cola CO

Consumer Defensive
-101
- 2.54%
$62.69 - $73.01 $6.33K - $7.37K
3.87K $278M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-400
- 1.16%
$12.25 - $13.39 $4.9K - $5.36K
34.2K $458M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-7.26K
- 3.34%
$11.89 - $12.87 $86.3K - $93.5K
210K $2.66B
MCD
Mcdonalds Corp

Consumer Cyclical
-81
- 6.57%
$245.82 - $304.51 $19.9K - $24.7K
1.15K $351M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.09%
$233.44 - $279.45 $233 - $279
1.16K $321M
VBK
Vanguard Small Cap Growth ETF

ETFs
-26
- 0.87%
$240.48 - $267.94 $6.25K - $6.97K
2.97K $793M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 0.11%
$434.77 - $502.96 $2.61K - $3.02K
5.54K $2.71B
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-824
- 0.92%
$12.25 - $13.1 $10.1K - $10.8K
88.3K $1.16B
VFMV
Vanguard Wellington Fd

ETFs
-194
- 1.71%
$113.29 - $121.87 $22K - $23.6K
11.2K $1.36B
VB
Vanguard Small Cap ETF

ETFs
-189
- 2.78%
$214.77 - $237.72 $40.6K - $44.9K
6.61K $1.57B
VBR
Vanguard Small Cap Value ETF

ETFs
-36
- 0.67%
$179.99 - $201.6 $6.48K - $7.26K
5.34K $1.07B
Annaly Capital Management In
-1.19K
- 0.75%
N/A
157K $3.14B
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.33%
$66.91 - $81.4 $3.35K - $4.07K
15.2K $1.23B
AAPL
Apple Inc.

Technology
-144
- 1.0%
$207.23 - $234.82 $29.8K - $33.8K
14.3K $3.32B
VXF
Vanguard Extended Market ETF

ETFs
-417
- 1.02%
$163.98 - $182.92 $68.4K - $76.3K
40.6K $7.39B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.03K
- 1.86%
$63.28 - $70.06 $318K - $352K
265K $18.6B
VTI
Vanguard Total Stock Market Et

ETFs
-852
- 0.7%
$255.18 - $283.2 $217K - $241K
120K $34B
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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