Compass Wealth Management LLC Energy Sector Spdr Transaction History

Compass Wealth Management LLC

  • $415 Billion
  • Q4 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 $21,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$21,616
Previous $21.1 Million 2.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 17, 2023
BUY
$76.09 - $94.08 $18,261 - $22,579
240 New
240 $21 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email