Compass Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 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 349 shares of SPTM stock, worth $23,721. This represents 0.01% of its overall portfolio holdings.
Number of Shares
349
Previous 349
-0.0%
Holding current value
$23,721
Previous $24.5 Million
2.09%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPTM
# of Institutions
679Shares Held
93.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$571 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$236 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$228 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$206 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$181 Million0.06% of portfolio