Compass Wealth Management LLC FORTREA HLDGS INC Transaction History

Compass Wealth Management LLC

  • $392 Billion
  • Q1 2025
Number of Shares
400
Previous 400 -0.0%
Holding current value
$3.02 Million
Previous $7.46 Million 59.52%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
N/A
-240 Reduced 37.5%
400 $16.1 Million
Q4 2023

Jan 04, 2024
SELL
N/A
-396 Reduced 38.22%
640 $22.3 Million
Q3 2023

Oct 25, 2023
BUY
N/A
1,036 New
1,036 $29.6 Million
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email