Compass Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 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 $422,054. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,640
Previous 4,640
-0.0%
Holding current value
$422,054
Previous $402 Million
8.24%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
640Shares Held
144MCall Options Held
11.7KPut Options Held
1.5K-
Bank Of America Corp Charlotte, NC30MShares$2.72 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.6MShares$968 Million7.24% of portfolio
-
Morgan Stanley New York, NY6.08MShares$553 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.69MShares$427 Million0.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.61MShares$419 Million1.33% of portfolio