Compass Advisory Group LLC's ownership history for IJUL

Compass Advisory Group LLC currently holds 415.5K shares with a market value of $13.6M. It started holding IJUL on 2024-09-30. At its peak, it held 415.5K shares on 2025-09-30. Its highest holding value was $13.6M on 2025-09-30. At its lowest, it held 12.3K shares on 2025-03-31, with a value of $356.1K on 2024-12-31. In the recent 180 days, Compass Advisory Group LLC has increased its shares by 403.2K. In the recent year, Compass Advisory Group LLC has increased its shares by 402.7K.