Compass Wealth Management, Llc/Ga Select Sector Spdr Tr Communic Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 39,155 shares of XLC stock, worth $4.36 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
39,155
Previous 37,823
3.52%
Holding current value
$4.36 Million
Previous $4.1 Billion
12.91%
% of portfolio
2.05%
Previous 2.2%
Shares
2 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio