Compass Wealth Management LLC Technology Sector Spdr Transaction History
Compass Wealth Management LLC
- $415 Billion
- Q4 2024
A detailed history of Compass Wealth Management LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Compass Wealth Management LLC holds 2,958 shares of XLK stock, worth $709,831. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,958
Previous 2,915
1.48%
Holding current value
$709,831
Previous $658 Million
4.51%
% of portfolio
0.17%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding XLK
# of Institutions
2,374Shares Held
181MCall Options Held
14.2MPut Options Held
17M-
Bank Of America Corp Charlotte, NC12.5MShares$3 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.64 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.37 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.79 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.38 Billion0.36% of portfolio