Number of Shares
29,172
Previous 337,417 91.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 24, 2025

SELL
N/A
-308,245 Reduced 91.35%
29,172 $0
Q3 2024

Oct 23, 2024

SELL
N/A
-16,457 Reduced 4.65%
337,417 $0
Q2 2024

Jul 31, 2024

BUY
N/A
7,214 Added 2.08%
353,874 $0
Q1 2024

Apr 30, 2024

BUY
N/A
13,548 Added 4.07%
346,660 $0
Q4 2023

Jan 29, 2024

BUY
N/A
333,112 New
333,112 $0
Track This Portfolio

Track Compass Advisory Group LLC Portfolio

Follow Compass Advisory Group 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 Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Advisory Group LLC with notifications on news.