Soa Wealth Advisors, Llc. Compass Diversified Holdings Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Compass Diversified Holdings stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 580 shares of CODI stock, worth $4,152. This represents 0.0% of its overall portfolio holdings.
Number of Shares
580
Previous 573
1.22%
Holding current value
$4,152
Previous $13,000
23.08%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding CODI
# of Institutions
259Shares Held
44.6MCall Options Held
79.8KPut Options Held
17K-
American Century Companies Inc Kansas City, MO5.34MShares$38.3 Million0.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.34MShares$38.2 Million0.0% of portfolio
-
Allspring Global Investments Holdings, LLC4.79MShares$34.3 Million0.17% of portfolio
-
Black Rock Inc. New York, NY3.83MShares$27.4 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL1.79MShares$12.8 Million0.1% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $514M
- 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...