Compass Wealth Management LLC Utilities Sector Spdr Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025

A detailed history of Compass Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 310 shares of XLU stock, worth $26,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
310
Previous 310 -0.0%
Holding current value
$26,415
Previous $23.5 Million 4.18%
% of portfolio
0.01%
Previous 0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 17, 2023
BUY
$61.52 - $72.67 $19,071 - $22,527
310 New
310 $21.9 Million

Others Institutions Holding XLU

# of Institutions
1,579
Shares Held
144M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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