Compass Wealth Management LLC Ishares Tr Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,000 shares of IYF stock, worth $104,680. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,000
-0.0%
Holding current value
$104,680
Previous $95.7 Million
1.13%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IYF
# of Institutions
388Shares Held
15.3MCall Options Held
10.6KPut Options Held
500-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.05MShares$215 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.64MShares$172 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.25MShares$131 Million0.01% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.2MShares$125 Million1.81% of portfolio
-
Goldman Sachs Group Inc New York, NY675KShares$70.7 Million0.01% of portfolio