Compass Advisory Group LLC Ishares Tr Core Growth Allocat Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding AOR
# of Institutions
337Shares Held
14.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY1.57MShares$88.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.22MShares$68.4 Million0.01% of portfolio
-
Global Assets Advisory, LLC Orlando, FL1.19MShares$66.8 Million0.98% of portfolio
-
Mesirow Financial Investment Management, Inc.620KShares$34.7 Million0.8% of portfolio
-
Aspiriant, LLC415KShares$23.3 Million0.96% of portfolio