Compass Wealth Management LLC Diageo PLC Transaction History
Compass Wealth Management LLC
- $392 Billion
- Q1 2025
A detailed history of Compass Wealth Management LLC transactions in Diageo PLC stock. As of the latest transaction made, Compass Wealth Management LLC holds 5,123 shares of DEO stock, worth $573,878. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,123
Previous 5,165
0.81%
Holding current value
$573,878
Previous $657 Million
18.24%
% of portfolio
0.14%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DEO
# of Institutions
1,066Shares Held
54.9MCall Options Held
321KPut Options Held
294K-
Bank Of America Corp Charlotte, NC4.51MShares$506 Million0.05% of portfolio
-
Kovitz Investment Group Partners, LLC2.6MShares$291 Million1.15% of portfolio
-
Morgan Stanley New York, NY1.88MShares$211 Million0.02% of portfolio
-
Royal Bank Of Canada Toronto, A61.54MShares$173 Million0.04% of portfolio
-
Envestnet Asset Management Inc1.44MShares$161 Million0.05% of portfolio
About DIAGEO PLC
- Ticker DEO
- Exchange OTC
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 569,436,992
- Market Cap $63.8B
- Description
- Diageo plc, together with its subsidiaries, produces, markets, and sells alcoholic beverages. The company offers scotch, whisky, gin, vodka, rum, ready to drink products, raki, liqueur, wine, tequila, Canadian whisky, American whiskey, cachaca, and brandy, as well as beer, including cider and non-alcoholic products. It provides its products unde...