Compass Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Compass Wealth Management LLC holds 57,234 shares of SPSM stock, worth $2.53 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
57,234
Previous 50,116
14.2%
Holding current value
$2.53 Million
Previous $2.16 Billion
10.2%
% of portfolio
0.59%
Previous 0.54%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
812Shares Held
186MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$954 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$769 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$582 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$307 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$272 Million0.07% of portfolio