Compass Wealth Management LLC BLACKROCK INC Transaction History

Compass Wealth Management LLC

  • $420 Billion
  • Q2 2025
Number of Shares
3,577
Previous 3,627 1.38%
Holding current value
$3.75 Billion
Previous $3.43 Billion 9.33%
% of portfolio
0.89%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-50 Reduced 1.38%
3,577 $3.75 Billion
Q1 2025

Apr 29, 2025
SELL
N/A
-5 Reduced 0.14%
3,627 $3.43 Billion
Q4 2024

Jan 21, 2025
BUY
N/A
3,632 New
3,632 $3.72 Billion
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