Compass Financial Services Inc Ishares Tr U S Divid & Buyback Transaction History
Compass Financial Services Inc
- $191 Billion
- Q1 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 104,750 shares of DIVB stock, worth $5.22 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
104,750
Previous 92,676
13.03%
Holding current value
$5.22 Million
Previous $4.39 Billion
15.7%
% of portfolio
2.67%
Previous 2.49%
Shares
2 transactions
Others Institutions Holding DIVB
# of Institutions
146Shares Held
11.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$98.4 Million0.04% of portfolio
-
Paradiem, LLC1.56MShares$77.8 Million22.03% of portfolio
-
Roosevelt Investment Group LLC769KShares$38.4 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC608KShares$30.3 Million0.0% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI514KShares$25.6 Million5.54% of portfolio