Compass Planning Associates Inc Purchases in Q4 2024

Compass Planning Associates Inc

  • $98.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
126K
New
$168.32 - $181.87 $21.2M - $22.9M
126K $21.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
34.9K
New
$567.81 - $607.81 $19.8M - $21.2M
34.9K $20.5B
VEU
Vanguard Ftse All World Ex Us

ETFs
189K
New
$57.29 - $63.1 $10.8M - $11.9M
189K $10.9B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
127K
New
$77.02 - $78.58 $9.75M - $9.95M
127K $9.78B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
99K
New
$74.5 - $78.37 $7.38M - $7.76M
99K $7.4B
MGV
Vanguard Mega Cap Value

ETFs
31.9K
New
$124.06 - $133.48 $3.95M - $4.25M
31.9K $3.98B
VTI
Vanguard Total Stock Market Et

ETFs
12.3K
New
$280.04 - $302.45 $3.46M - $3.73M
12.3K $3.58B
SCHV
Schwab Strategic Tr Us Large C

ETFs
94.1K
New
$25.79 - $80.4 $2.43M - $7.57M
94.1K $2.45B
VB
Vanguard Small Cap ETF

ETFs
8.8K
New
$233.76 - $261.58 $2.06M - $2.3M
8.8K $2.11B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.3K
New
$81.68 - $82.93 $1M - $1.02M
12.3K $1.01B
MSFT
Microsoft Corp

Technology
1.92K
New
$406.35 - $454.46 $780K - $872K
1.92K $809M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.6K
New
$49.79 - $51.14 $727K - $747K
14.6K $732M
VEA
Vanguard Ftse Developed Market

ETFs
15.1K
New
$47.57 - $52.44 $720K - $793K
15.1K $723M
VUG
Vanguard Growth ETF

ETFs
1.57K
New
$378.79 - $428.11 $593K - $670K
1.57K $642M
VGSH
Vanguard

ETFs
10.8K
New
$58.02 - $58.88 $626K - $635K
10.8K $627M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.04K
New
$563.99 - $620.12 $588K - $647K
1.04K $594M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.39K
New
$417.69 - $450.94 $581K - $627K
1.39K $591M
LMAT
Lemaitre Vascular Inc

Healthcare
6.15K
New
$85.64 - $107.97 $527K - $664K
6.15K $567M
FNDX
Schwab Fundamental U S Large C

ETFs
23.9K
New
$23.49 - $71.77 $561K - $1.71M
23.9K $565M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
22.3K
New
$21.45 - $24.97 $479K - $558K
22.3K $535M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2.85K
New
$182.19 - $195.69 $520K - $558K
2.85K $525M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.3K
New
$22.4 - $68.28 $500K - $1.52M
22.3K $517M
QQQ
Invesco Qqq Trust, Series 1

ETFs
879
New
$481.22 - $538.17 $423K - $473K
879 $449M
IVV
Ishares Core S&P 500 ETF

ETFs
681
New
$570.51 - $610.59 $389K - $416K
681 $401M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.51K
New
$106.33 - $110.69 $373K - $388K
3.51K $373M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.85K
New
$96.64 - $101.23 $372K - $390K
3.85K $373M
VO
Vanguard Mid Cap ETF

ETFs
1.31K
New
$261.5 - $284.63 $342K - $372K
1.31K $345M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
10.2K
New
$31.36 - $35.93 $320K - $366K
10.2K $326M
CSQ
Calamos Strategic Total Return Fund

Financial Services
17.9K
New
$17.14 - $18.44 $307K - $330K
17.9K $317M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
17.5K
New
$14.38 - $15.35 $251K - $268K
17.5K $261M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
536
New
$442.29 - $483.08 $237K - $259K
536 $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
448
New
$521.84 - $558.82 $234K - $250K
448 $241M
VV
Vanguard Large Cap ETF

ETFs
836
New
$260.27 - $280.65 $218K - $235K
836 $226M
FNDF
Schwab Fundamental Intl Large

ETFs
6.54K
New
$32.92 - $37.15 $215K - $243K
6.54K $217M
IWM
Ishares Russell 2000 ETF

ETFs
917
New
$216.13 - $242.4 $198K - $222K
917 $203M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.39K
New
$113.92 - $127.38 $158K - $177K
1.39K $160M
IWF
Ishares Russell 1000 Gr ETF

ETFs
373
New
$370.24 - $418.94 $138K - $156K
373 $150M
IWD
Ishares Russell 1000 Val ETF

ETFs
800
New
$183.23 - $199.79 $147K - $160K
800 $148M
PFE
Pfizer Inc

Healthcare
5.28K
New
$24.8 - $30.19 $131K - $159K
5.28K $140M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.12K
New
$18.41 - $40.87 $131K - $291K
7.12K $132M
NVDA
Nvidia Corp

Technology
890
New
$117.0 - $148.88 $104K - $133K
890 $120M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.75K
New
$63.58 - $71.15 $111K - $124K
1.75K $114M
MPV
Barings Participation Investors

Financial Services
6.3K
New
$16.29 - $17.37 $103K - $109K
6.3K $108M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
8.81K
New
$11.52 - $13.16 $102K - $116K
8.81K $102M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
5.48K
New
$18.18 - $19.49 $99.5K - $107K
5.48K $99.8M
AAPL
Apple Inc.

Technology
383
New
$221.69 - $259.02 $84.9K - $99.2K
383 $96M
GOOG
Alphabet Inc.

Communication Services
461
New
$163.08 - $198.16 $75.2K - $91.4K
461 $87.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.07K
New
$26.63 - $30.23 $81.7K - $92.7K
3.07K $81.7M
UNH
Unitedhealth Group Inc

Healthcare
147
New
$485.52 - $625.25 $71.4K - $91.9K
147 $74.5M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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