True Wealth Design, LLC Compass Diversified Holdings Transaction History
True Wealth Design, LLC
- $327 Billion
- Q3 2025
A detailed history of True Wealth Design, LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, True Wealth Design, LLC holds 1,197 shares of CODI stock, worth $6,882. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,197
Previous 910
31.54%
Holding current value
$6,882
Previous $5.72 Million
38.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CODI
# of Institutions
244Shares Held
45.1MCall Options Held
744KPut Options Held
613K-
American Century Companies Inc Kansas City, MO4.96MShares$28.5 Million0.02% of portfolio
-
Allspring Global Investments Holdings, LLC4.3MShares$24.7 Million0.05% of portfolio
-
Black Rock Inc. New York, NY3.83MShares$22 Million0.0% of portfolio
-
Mangrove Partners New York, NY3.68MShares$21.2 Million3.13% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.67MShares$21.1 Million0.02% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $412M
- 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...