Compass Wealth Management LLC Energy Sector Spdr Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 240 shares of XLE stock, worth $21,033. This represents 0.0% of its overall portfolio holdings.
Number of Shares
240
Previous 240
-0.0%
Holding current value
$21,033
Previous $21.1 Million
2.43%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,064Shares Held
234MCall Options Held
45.8MPut Options Held
111M-
Bank Of America Corp Charlotte, NC43.3MShares$3.8 Billion0.32% of portfolio
-
Morgan Stanley New York, NY17.7MShares$1.55 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.9MShares$1.31 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.32MShares$729 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY8.08MShares$708 Million0.12% of portfolio