Evergreen Wealth Solutions, LLC Compass Diversified Holdings Transaction History
Evergreen Wealth Solutions, LLC
- $145 Million
- Q1 2025
A detailed history of Evergreen Wealth Solutions, LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,124 shares of CODI stock, worth $75,976. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,124
Previous 11,014
1.0%
Holding current value
$75,976
Previous $254,000
18.5%
% of portfolio
0.14%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding CODI
# of Institutions
245Shares Held
43.2MCall Options Held
79.8KPut Options Held
17K-
American Century Companies Inc Kansas City, MO5.34MShares$36.5 Million0.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.34MShares$36.5 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC4.91MShares$33.5 Million0.06% of portfolio
-
Black Rock Inc. New York, NY3.83MShares$26.1 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL1.79MShares$12.2 Million0.1% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $490M
- 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...