Compass Ion Advisors, LLC Vanguard Utilities ETF Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 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 11,185 shares of VPU stock, worth $1.92 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
11,185
Previous 8,161
37.05%
Holding current value
$1.92 Million
Previous $1.42 Million
28.66%
% of portfolio
0.24%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
644Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$786 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$171 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio