Compass Wealth Management LLC's ownership history for IVV

Compass Wealth Management LLC currently holds 945 shares with a market value of $632.5K. It started holding IVV on 2024-09-30. At its peak, it held 1.0K shares on 2025-03-31. Its highest holding value was $633.3K on 2025-06-30. At its lowest, it held 945 shares on 2025-09-30, with a value of $564.7K on 2024-09-30. In the recent 180 days, Compass Wealth Management LLC has decreased its shares by 77. In the recent year, Compass Wealth Management LLC has decreased its shares by 34.