Compass Ion Advisors, LLC Vanguard Utilities ETF Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 8,161 shares of VPU stock, worth $1.33 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,161
Previous 8,548
4.53%
Holding current value
$1.33 Million
Previous $1.26 Million
12.34%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
596Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$169 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$157 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$116 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$110 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$101 Million0.05% of portfolio