Compass Wealth Management LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Compass Wealth Management LLC

$415 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$62.61 - $66.18 $9,391 - $9,927	150 New	150 $9.74 Million

Others Institutions Holding SPLV

# of Institutions

812

Shares Held

66.4M

Call Options Held

32K

Put Options Held

1.82M

Morgan Stanley New York, NY

8.29M
Shares

$608 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

6.81M
Shares

$500 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.57M
Shares

$335 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

2.99M
Shares

$219 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

1.76M
Shares

$129 Million
0.03% of portfolio

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

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