Compass Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Compass Wealth Management LLC holds 755 shares of SPTM stock, worth $50,645. This represents 0.01% of its overall portfolio holdings.
Number of Shares
755
Previous 853
11.49%
Holding current value
$50,645
Previous $54.7 Million
8.52%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SPTM
# of Institutions
601Shares Held
83.7MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$565 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$246 Million1.92% of portfolio
-
Cwm, LLC3.45MShares$231 Million1.08% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$187 Million0.07% of portfolio