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 $531,813. This represents 0.53% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,854 0.49%
Holding current value
$531,813
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
89
Shares Held
1.74M
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
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