Compass Wealth Management LLC Ishares Core S&P Total U.S. St Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Compass Wealth Management LLC holds 824 shares of ITOT stock, worth $100,083. This represents 0.03% of its overall portfolio holdings.
Number of Shares
824
Previous 824
-0.0%
Holding current value
$100,083
Previous $104 Million
2.39%
% of portfolio
0.03%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding ITOT
# of Institutions
1,542Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.72 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.1 Billion0.41% of portfolio