Compass Wealth Management LLC Spdr Series Tr Spdr S&P Divide Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Compass Wealth Management LLC holds 530 shares of SDY stock, worth $71,157. This represents 0.02% of its overall portfolio holdings.
Number of Shares
530
Previous 530
-0.0%
Holding current value
$71,157
Previous $75.3 Million
7.0%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SDY
# of Institutions
1,310Shares Held
73.3MCall Options Held
40.3KPut Options Held
35.3K-
Bank Of America Corp Charlotte, NC7.72MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.79MShares$643 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.01MShares$404 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.86MShares$384 Million0.16% of portfolio
-
Joel Isaacson & Co., LLC2.52MShares$338 Million15.22% of portfolio