Compass Ion Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Compass Ion Advisors, LLC
- $773 Million
- Q4 2024
A detailed history of Compass Ion Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 33,260 shares of XLG stock, worth $1.55 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
33,260
Previous 20,296
63.87%
Holding current value
$1.55 Million
Previous $964,000
72.3%
% of portfolio
0.21%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
493Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.33 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$457 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$326 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$232 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$188 Million0.02% of portfolio