Compass Wealth Management, Llc/Ga Vanguard Transaction History
Compass Wealth Management, Llc/Ga
- $187 Billion
- Q2 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Vanguard stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 128,523 shares of VGSH stock, worth $7.56 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
128,523Holding current value
$7.56 Million% of portfolio
4.04%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,078Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio