Compass Wealth Management LLC Ishares Tr Transaction History

Compass Wealth Management LLC

  • $425 Billion
  • Q3 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 416 shares of DVY stock, worth $53,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares
416
Previous 416 -0.0%
Holding current value
$53,955
Previous $50.3 Million 11.65%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$113.31 - $123.18 $25,947 - $28,208
-229 Reduced 35.5%
416 $51.2 Million
Q3 2023

Oct 25, 2023
SELL
$107.44 - $118.16 $21,488 - $23,632
-200 Reduced 23.67%
645 $69.4 Million
Q4 2022

Feb 17, 2023
BUY
$107.39 - $125.5 $90,744 - $106,047
845 New
845 $102 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email