Compass Wealth Management, Llc/Ga Select Sector Spdr Tr Communic 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 Communic stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 37,823 shares of XLC stock, worth $4.32 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
37,823Holding current value
$4.32 Million% of portfolio
2.2%Shares
1 transactions
Others Institutions Holding XLC
# of Institutions
1,285Shares Held
205MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
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Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
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Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio