Compass Planning Associates Inc Ishares Tr Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Ishares Tr stock. As of the latest transaction made, Compass Planning Associates Inc holds 25 shares of DVY stock, worth $3,352. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25Holding current value
$3,352% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding DVY
# of Institutions
1,402Shares Held
93.1MCall Options Held
1.1MPut Options Held
383K-
Wealthfront Advisers LLC24.5MShares$3.28 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.33MShares$1.12 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$833 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$512 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$495 Million0.11% of portfolio