Compass Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Compass Wealth Management LLC holds 61,950 shares of SPLG stock, worth $4.01 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
61,950
Previous 59,608
3.93%
Holding current value
$4.01 Million
Previous $3.67 Billion
8.1%
% of portfolio
0.98%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.77 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.08 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.85 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$879 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$730 Million0.06% of portfolio