Compass Financial Services Inc Ishares Core Dividend Growth E Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Ishares Core Dividend Growth E stock. As of the latest transaction made, Compass Financial Services Inc holds 11,232 shares of DGRO stock, worth $764,786. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,232
Previous 11,186
0.41%
Holding current value
$764,786
Previous $691 Million
3.93%
% of portfolio
0.35%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding DGRO
# of Institutions
1,298Shares Held
303MCall Options Held
1.62MPut Options Held
27.1K-
Morgan Stanley New York, NY18.8MShares$1.28 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC18.5MShares$1.26 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$1.2 Billion0.4% of portfolio
-
Envestnet Asset Management Inc13.5MShares$922 Million0.27% of portfolio
-
Wealthfront Advisers LLC13.3MShares$905 Million2.23% of portfolio