Compass Wealth Management LLC Ishares Tr Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 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 575 shares of IYH stock, worth $34,408. This represents 0.01% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$34,408
Previous $35.2 Million
6.09%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
550Shares Held
23.5MCall Options Held
26KPut Options Held
500-
Morgan Stanley New York, NY2.17MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$105 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$96 Million0.05% of portfolio
-
Ubs Group Ag1.48MShares$88.4 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO1.18MShares$70.5 Million0.07% of portfolio