Compass Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Compass Wealth Management LLC
- $425 Billion
- Q3 2024
A detailed history of Compass Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Compass Wealth Management LLC holds 61,935 shares of SPLG stock, worth $4.24 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
61,935
Previous 61,950
0.02%
Holding current value
$4.24 Million
Previous $3.96 Billion
5.46%
% of portfolio
0.98%
Previous 0.98%
Shares
8 transactions
Others Institutions Holding SPLG
# of Institutions
1,121Shares Held
446MCall Options Held
169KPut Options Held
155K-
Betterment LLC New York, NY42.7MShares$2.92 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.2 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.02 Billion1.98% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$859 Million50.16% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$771 Million0.06% of portfolio