Creative Planning Compass Diversified Holdings Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Compass Diversified Holdings stock. As of the latest transaction made, Creative Planning holds 20,156 shares of CODI stock, worth $440,610. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20,156
Previous 20,234
0.39%
Holding current value
$440,610
Previous $454,000
6.83%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding CODI
# of Institutions
217Shares Held
40.1MCall Options Held
155KPut Options Held
47.2K-
American Century Companies Inc Kansas City, MO5.45MShares$119 Million0.08% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.03MShares$110 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC4.04MShares$88.3 Million0.16% of portfolio
-
Black Rock Inc. New York, NY3.54MShares$77.4 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL1.87MShares$40.9 Million0.12% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $1.57B
- Description
- Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...