Compass Wealth Management, Llc/Ga Ishares Trust Aaa A Rated Corp Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 549,261 shares of QLTA stock, worth $26.4 Million. This represents 11.79% of its overall portfolio holdings.

Number of Shares
549,261
Previous 486,835 12.82%
Holding current value
$26.4 Million
Previous $23.3 Billion 14.31%
% of portfolio
11.79%
Previous 12.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$47.11 - $48.77 $2.94 Million - $3.04 Million
62,426 Added 12.82%
549,261 $26.6 Billion
Q2 2025

Aug 14, 2025
BUY
$46.39 - $47.84 $22.6 Million - $23.3 Million
486,835 New
486,835 $23.3 Billion

Others Institutions Holding QLTA

# of Institutions
209
Shares Held
25.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

QLTA Quotes by TradingView
  • Ticker QLTA
  • Sector ETFs
  • Industry ETFs
More about QLTA
Track This Portfolio

Track Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email