Compass Wealth Management LLC Spdr Portfolio Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Compass Wealth Management LLC holds 42,274 shares of SPMD stock, worth $2.31 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
42,274
Previous 43,895
3.69%
Holding current value
$2.31 Million
Previous $2.34 Billion
7.38%
% of portfolio
0.54%
Previous 0.59%
Shares
7 transactions
Others Institutions Holding SPMD
# of Institutions
619Shares Held
178MCall Options Held
100Put Options Held
300-
Creative Planning Overland Park, KS69.8MShares$3.81 Billion3.83% of portfolio
-
Betterment LLC New York, NY16.3MShares$888 Million2.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.4MShares$675 Million0.32% of portfolio
-
Al Ti Global, Inc. New York, NY5.8MShares$317 Million7.99% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$314 Million10.91% of portfolio