Compass Wealth Management LLC Vanguard Russell 1000 Growth E Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Compass Wealth Management LLC holds 4,640 shares of VONG stock, worth $432,169. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,640
Previous 4,640
-0.0%
Holding current value
$432,169
Previous $402 Million
8.24%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VONG
# of Institutions
604Shares Held
145MCall Options Held
6.8KPut Options Held
3K-
Bank Of America Corp Charlotte, NC29.7MShares$2.77 Billion0.24% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.05 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.8MShares$1 Billion8.4% of portfolio
-
Morgan Stanley New York, NY5.8MShares$540 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.6MShares$428 Million0.22% of portfolio