Compass Advisory Group LLC's ownership history for IJUL

Compass Advisory Group LLC currently holds 20.4K shares with a market value of $687.0K. It started holding IJUL on 2024-09-30. At its peak, it held 431.2K shares on 2025-12-31. Its highest holding value was $14.4M on 2025-12-31. 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 decreased its shares by 395.2K. In the recent year, Compass Advisory Group LLC has increased its shares by 8.0K.