Compass Wealth Management LLC Financial Sector Spdr Transaction History

Compass Wealth Management LLC

  • $425 Billion
  • Q3 2024

A detailed history of Compass Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 2,150 shares of XLF stock, worth $107,070. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,150 -0.0%
Holding current value
$107,070
Previous $88.4 Million 10.24%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023
SELL
$33.17 - $35.6 $33,170 - $35,600
-1,000 Reduced 31.75%
2,150 $71.3 Million
Q1 2023

May 15, 2023
SELL
$30.98 - $37.0 $12,392 - $14,800
-400 Reduced 11.27%
3,150 $101 Million
Q4 2022

Feb 17, 2023
BUY
$30.29 - $36.31 $107,529 - $128,900
3,550 New
3,550 $121 Million

Others Institutions Holding XLF

# of Institutions
1,838
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email