Compass Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Wealth Management LLC holds 530 shares of SDY stock, worth $70,320. This represents 0.02% of its overall portfolio holdings.
Number of Shares
530
Previous 530
-0.0%
Holding current value
$70,320
Previous $67.4 Million
11.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,264Shares Held
68.8MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.02 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$622 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$372 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$327 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$321 Million0.07% of portfolio