Compass Wealth Management LLC Ishares Tr Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
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 $32,395. This represents 0.01% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$32,395
Previous $33.5 Million
4.49%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IYH
# of Institutions
553Shares Held
23.8MCall Options Held
8KPut Options Held
4.5K-
Morgan Stanley New York, NY2.13MShares$120 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.71MShares$96.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.66MShares$93.7 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO1.46MShares$82.4 Million0.07% of portfolio
-
Ubs Group Ag1.31MShares$74 Million0.02% of portfolio