Compass Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Compass Wealth Management LLC holds 57,234 shares of SPSM stock, worth $2.52 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
57,234
Previous 50,116
14.2%
Holding current value
$2.52 Million
Previous $2.16 Billion
10.2%
% of portfolio
0.59%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
844Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$968 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$790 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$644 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$284 Million0.02% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$244 Million0.04% of portfolio