Compass Wealth Management LLC Bny Mellon ETF Tr Us Large Cap Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Bny Mellon ETF Tr Us Large Cap stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,427 shares of BKLC stock, worth $155,657. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,427
Previous 1,422
0.35%
Holding current value
$155,657
Previous $142 Million
4.34%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding BKLC
# of Institutions
72Shares Held
18.2MCall Options Held
0Put Options Held
0-
Rpoa Advisors, Inc. Plano, TX13.3MShares$1.45 Billion39.25% of portfolio
-
Integrated Wealth Concepts LLC1.78MShares$194 Million2.63% of portfolio
-
Sentinel Pension Advisors Inc Wakefield, MA765KShares$83.5 Million16.91% of portfolio
-
Stadion Money Management, LLC Watkinsville, GA743KShares$81 Million6.35% of portfolio
-
Gm Advisory Group, Inc. Melville, NY222KShares$24.2 Million1.49% of portfolio