Compass Wealth Management LLC Energy Sector Spdr Transaction History
Compass Wealth Management LLC
- $405 Billion
- Q2 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 $22,368. This represents 0.01% of its overall portfolio holdings.
Number of Shares
240
Previous 240
-0.0%
Holding current value
$22,368
Previous $22.7 Million
3.46%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLE
# of Institutions
2,060Shares Held
241MCall Options Held
47.3MPut Options Held
75.6M-
Bank Of America Corp Charlotte, NC41.1MShares$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio