Compass Advisory Group LLC Innovator U.S. Equity Power Bu Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 12,787 shares of POCT stock, worth $489,614. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,787
Previous 12,787
-0.0%
Holding current value
$489,614
Previous $461,000
3.9%
% of portfolio
0.32%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding POCT
# of Institutions
169Shares Held
15.2MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.61MShares$99.8 Million53.06% of portfolio
-
Alliancebernstein L.P. New York, NY1.58MShares$60.4 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA901KShares$34.5 Million0.42% of portfolio
-
Global Strategic Investment Solutions, LLC870KShares$33.3 Million4.06% of portfolio
-
Commonwealth Equity Services, LLC611KShares$23.4 Million0.04% of portfolio