Number of Shares
47,968.00
Current Holdings Value*
$3.29 Mil
% of Portfolio
2.38%
Total Estimate Gain
$-2,445.76
% of Total Estimate Gain
-0.08%

MPWM ADVISORY SOLUTIONS, LLC's Compass EMP US Large Cap High Dividend 100 Volatil Holding Summary

As of 2025-03-31, MPWM ADVISORY SOLUTIONS, LLC held 47,968.00 shares of Compass EMP US Large Cap High Dividend 100 Volatil(CDL), totaling $3.29 Mil. This investment constitutes 2.38% of their stock portfolio, and MPWM ADVISORY SOLUTIONS, LLC now holds 0.93% of the outstanding Compass EMP US Large Cap High Dividend 100 Volatil(CDL) stock.

The initial trade took place in 2024Q4. And since then MPWM ADVISORY SOLUTIONS, LLC has made 1 purchases of CDL, at an average price of $67.75, for a total of 47,968.00 shares. Based on historical transaction data and CDL's current price of $67.70, MPWM ADVISORY SOLUTIONS, LLC's estimated gain on his CDL holdings is $-2,445.76, reflecting a -0.08% gain to date.

MPWM ADVISORY SOLUTIONS, LLC CDL ($67.70) Holding Chart

MPWM ADVISORY SOLUTIONS, LLC CDL ($67.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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