Compass Wealth Management LLC Utilities Sector Spdr Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 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 $25,249. This represents 0.01% of its overall portfolio holdings.
Number of Shares
310
Previous 310
-0.0%
Holding current value
$25,249
Previous $21.1 Million
18.55%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,482Shares Held
180MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.13 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.09 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$966 Million0.35% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$703 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$458 Million0.21% of portfolio