Compass Financial Advisors LLC Ishares Tr Transaction History
Compass Financial Advisors LLC
- $0
- Q3 2023
Shares
2 transactions
Others Institutions Holding DVY
# of Institutions
1,441Shares Held
95MCall Options Held
1.8MPut Options Held
161K-
Wealthfront Advisers LLC24.5MShares$3.36 Billion2.68% of portfolio
-
Bank Of America Corp Charlotte, NC8.29MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.58MShares$902 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA3.88MShares$531 Million0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.82MShares$523 Million0.34% of portfolio