Compass Wealth Management, Llc/Ga Energy Sector Spdr Transaction History
Compass Wealth Management, Llc/Ga
- $187 Billion
- Q2 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 29,996 shares of XLE stock, worth $2.65 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
29,996Holding current value
$2.65 Million% of portfolio
1.36%Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,128Shares Held
236MCall Options Held
59.3MPut Options Held
118M-
Bank Of America Corp Charlotte, NC26.6MShares$2.35 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.59 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.8MShares$1.3 Billion0.27% of portfolio
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Goldman Sachs Group Inc New York, NY12.8MShares$1.13 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY10.5MShares$927 Million0.08% of portfolio