Compass Financial Services Inc Spdr S&P 1500 Value Tilt ETF Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Compass Financial Services Inc holds 50,427 shares of VLU stock, worth $9.79 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
50,427
Previous 56,417
10.62%
Holding current value
$9.79 Million
Previous $10.4 Billion
6.57%
% of portfolio
4.69%
Previous 5.44%
Shares
3 transactions
Others Institutions Holding VLU
# of Institutions
89Shares Held
1.83MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC377KShares$73.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc133KShares$25.9 Million0.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.98.9KShares$19.2 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ95.4KShares$18.5 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL92.2KShares$17.9 Million0.01% of portfolio