Compass Financial Services Inc DIVB Holdings History
Compass Financial Services Inc's iShares Core Dividend ETF Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 104,750.00 shares of iShares Core Dividend ETF(DIVB), totaling $5.08 Mil. This investment constitutes 2.67% of their stock portfolio, and Compass Financial Services Inc now holds 0.62% of the outstanding iShares Core Dividend ETF(DIVB) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of DIVB, at an average price of $49.10, for a total of 104,750.00 shares. Based on historical transaction data and DIVB's current price of $51.44, Compass Financial Services Inc's estimated gain on his DIVB holdings is $245,274.90, reflecting a 4.77% gain to date.
Compass Financial Services Inc DIVB ($51.44) Holding Chart
Compass Financial Services Inc DIVB ($51.44) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
