Compass Planning Associates Inc Vanguard Value ETF Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 125,830 shares of VTV stock, worth $22.2 Million. This represents 21.63% of its overall portfolio holdings.
Number of Shares
125,830Holding current value
$22.2 Million% of portfolio
21.63%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,369Shares Held
520MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio
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Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio