Compass Wealth Management, Llc/Ga Select Sector Spdr Tr Real Est Transaction History
Compass Wealth Management, Llc/Ga
- $187 Billion
- Q2 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 47,791 shares of XLRE stock, worth $2 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
47,791Holding current value
$2 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
829Shares Held
142MCall Options Held
489KPut Options Held
2.05M-
Creative Planning Overland Park, KS37.4MShares$1.56 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC19MShares$792 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.63MShares$277 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC4.22MShares$176 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA3.66MShares$153 Million0.03% of portfolio