Compass Wealth Management LLC Utilities Sector Spdr Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
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 $23,959. This represents 0.01% of its overall portfolio holdings.
Number of Shares
310
Previous 310
-0.0%
Holding current value
$23,959
Previous $25 Million
6.3%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,549Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$785 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$466 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio