Compass Advisory Group LLC Ishares Tr Core Growth Allocat Transaction History
Compass Advisory Group LLC
- $312 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
440Shares Held
16.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.62MShares$105 Million0.0% of portfolio
-
Worth Asset Management, LLC638KShares$41.3 Million21.03% of portfolio
-
Jpmorgan Chase & CO New York, NY608KShares$39.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC602KShares$39 Million0.01% of portfolio
-
Mesirow Financial Investment Management, Inc.573KShares$37.1 Million0.71% of portfolio