Compass Ion Advisors, LLC Vanguard Financial ETF Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 3,746 shares of VFH stock, worth $376,697. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,746
Previous 3,572
4.87%
Holding current value
$376,697
Previous $329,000
16.41%
% of portfolio
0.06%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VFH
# of Institutions
667Shares Held
48.3MCall Options Held
85.1KPut Options Held
15.3K-
Bank Of America Corp Charlotte, NC23.8MShares$2.4 Billion0.23% of portfolio
-
Morgan Stanley New York, NY2.72MShares$274 Million0.02% of portfolio
-
Beacon Capital Management, Inc.1.67MShares$168 Million7.36% of portfolio
-
Wells Fargo & Company San Francisco, CA1.43MShares$144 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.19MShares$120 Million0.05% of portfolio