Compass Planning Associates Inc Vanguard Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard stock. As of the latest transaction made, Compass Planning Associates Inc holds 10,785 shares of VGSH stock, worth $627,471. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,785Holding current value
$627,471% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
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Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
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Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio