Compass Planning Associates Inc Spdr S&P 1500 Value Tilt ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 2,868 shares of VLU stock, worth $507,119. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,854 0.49%
Holding current value
$507,119
Previous $525 Million 0.37%
% of portfolio
0.53%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$178.65 - $194.73 $2,501 - $2,726
14 Added 0.49%
2,868 $527 Million
Q4 2024

Feb 03, 2025
BUY
$182.19 - $195.69 $519,970 - $558,499
2,854 New
2,854 $525 Million

Others Institutions Holding VLU

# of Institutions
88
Shares Held
1.54M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 1500 VALUE TILT ETF

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

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc 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 Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email