A detailed history of Compass Financial Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Financial Services Inc holds 2,477 shares of XLE stock, worth $222,186. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,477
Holding current value
$222,186
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$83.32 - $97.27 $206,383 - $240,937
2,477 New
2,477 $212 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Compass Financial Services Inc Portfolio

Follow Compass Financial Services Inc 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 Financial Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Financial Services Inc with notifications on news.