Compass Financial Group, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Compass Financial Group, Inc.
- $201 Million
- Q3 2024
A detailed history of Compass Financial Group, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Compass Financial Group, Inc. holds 44,919 shares of SPTM stock, worth $3.13 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
44,919
Previous 45,112
0.43%
Holding current value
$3.13 Million
Previous $2.99 Million
5.15%
% of portfolio
1.57%
Previous 1.53%
Shares
28 transactions
Others Institutions Holding SPTM
# of Institutions
611Shares Held
86.3MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.78MShares$613 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.49MShares$244 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$237 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$206 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.64MShares$184 Million0.06% of portfolio