Compass Financial Services Inc Ishares Tr U S Divid & Buyback Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 2025
A detailed history of Compass Financial Services Inc transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Compass Financial Services Inc holds 141,933 shares of DIVB stock, worth $7.39 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
141,933
Previous 117,357
20.94%
Holding current value
$7.39 Million
Previous $5.91 Billion
25.58%
% of portfolio
3.28%
Previous 2.86%
Shares
4 transactions
Others Institutions Holding DIVB
# of Institutions
155Shares Held
12.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$142 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$57 Million0.0% of portfolio
-
Roosevelt Investment Group LLC769KShares$40.1 Million1.87% of portfolio
-
Steward Partners Investment Advisory, LLC672KShares$35 Million0.21% of portfolio
-
Iag Wealth Partners, LLC517KShares$26.9 Million3.64% of portfolio