Compass Advisory Group LLC Incresed Positions in Q4 2024

Compass Advisory Group LLC

  • $210 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
608K
+ 1309.41%
$30.76 - $31.55 $18.7M - $19.2M
655K $20.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
333K
+ 1114.53%
$43.84 - $48.76 $14.6M - $16.2M
363K $16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
544K
+ 763.02%
$27.54 - $83.04 $15M - $45.2M
615K $17M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.6K
+ 54.32%
$49.79 - $51.14 $1.62M - $1.67M
92.6K $4.64M
VT
Vanguard Total World Stk Index

ETFs
7.42K
+ 30.34%
$117.09 - $123.07 $869K - $913K
31.9K $3.75M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.05K
+ 42.52%
$77.86 - $79.27 $315K - $321K
13.6K $1.06M
SCHG
Schwab Strategic Tr Us Large C

ETFs
127K
+ 289.81%
$25.93 - $105.3 $3.29M - $13.4M
171K $4.76M
POCT
Innovator U.S. Equity Power Bu

ETFs
2.41K
+ 18.85%
$38.63 - $40.03 $93.1K - $96.5K
15.2K $601K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14
+ 0.27%
$521.84 - $558.82 $7.31K - $7.82K
5.27K $2.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.5K
+ 203.69%
$22.4 - $68.28 $751K - $2.29M
50K $1.16M
NVDA
Nvidia Corp

Technology
3
+ 0.1%
$117.0 - $148.88 $351 - $447
3.09K $415K
KJUL
Innovator U.S. Small Cap Power

Technology
840
+ 1.83%
$28.78 - $30.34 $24.2K - $25.5K
46.9K $1.38M
VIG
Vanguard Dividend Appreciation

ETFs
159
+ 13.15%
N/A
1.37K $249K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$571.78 - $647.97 $572 - $648
565 $351K
PDEC
Innovator U.S. Equity Power Bu
2.09K
+ 2.93%
N/A
73.6K $0
PSEP
Innovator U.S. Equity Power Bu
77
+ 0.46%
N/A
16.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
75.2K
+ 20.86%
N/A
436K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.92K
+ 201.92%
$26.93 - $84.95 $240K - $758K
13.3K $364K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
28
+ 0.43%
$69.58 - $74.87 $1.95K - $2.1K
6.52K $456K
VFVA
Vanguard Wellington Fd U S Val

ETFs
28
+ 0.34%
$117.34 - $130.02 $3.29K - $3.64K
8.24K $975K
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.44%
$250.81 - $283.3 $1.25K - $1.42K
1.14K $287K
SCHV
Schwab Strategic Tr Us Large C

ETFs
70K
+ 189.53%
$25.79 - $80.4 $1.81M - $5.63M
107K $2.79M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
71
+ 0.31%
$79.93 - $88.06 $5.68K - $6.25K
23K $1.84M
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.2K
+ 72.92%
$25.33 - $51.16 $690K - $1.39M
64.6K $1.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
160K
+ 84.42%
$18.41 - $40.87 $2.94M - $6.54M
349K $6.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.52M
+ 185.37%
$22.01 - $66.82 $33.4M - $101M
2.34M $53M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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