Compass Financial Services Inc Ishares Tr U S Divid & Buyback Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 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 117,357 shares of DIVB stock, worth $6.03 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
117,357
Previous 104,750
12.04%
Holding current value
$6.03 Million
Previous $5.08 Billion
16.19%
% of portfolio
2.86%
Previous 2.67%
Shares
3 transactions
Others Institutions Holding DIVB
# of Institutions
149Shares Held
11.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$116 Million0.04% of portfolio
-
Roosevelt Investment Group LLC769KShares$39.5 Million1.87% of portfolio
-
Bank Of America Corp Charlotte, NC709KShares$36.4 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC630KShares$32.4 Million0.26% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI514KShares$26.4 Million5.54% of portfolio