Compass Wealth Management LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 2024
A detailed history of Compass Wealth Management LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,431 shares of BKLC stock, worth $160,043. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,427
0.28%
Holding current value
$160,043
Previous $148 Million
5.91%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BKLC
# of Institutions
73Shares Held
18.5MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.1MShares$1.47 Billion38.17% of portfolio
-
Integrated Wealth Concepts LLC2.02MShares$226 Million2.82% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA797KShares$89.1 Million17.29% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA771KShares$86.3 Million6.42% of portfolio
-
Northwestern Mutual Wealth Management CO255KShares$28.5 Million0.02% of portfolio