Compass Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Compass Wealth Management LLC holds 61,950 shares of SPLG stock, worth $4 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
61,950
Previous 59,608
3.93%
Holding current value
$4 Million
Previous $3.67 Billion
8.1%
% of portfolio
0.98%
Previous 0.92%
Shares
7 transactions
Others Institutions Holding SPLG
# of Institutions
1,035Shares Held
395MCall Options Held
243KPut Options Held
286K-
Betterment LLC New York, NY33.6MShares$2.17 Billion5.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC29.7MShares$1.92 Billion1.0% of portfolio
-
Creative Planning Overland Park, KS27.6MShares$1.78 Billion1.88% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$876 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY10.3MShares$664 Million0.06% of portfolio