Compass Wealth Management LLC
Q4 2022 13F Holdings
Location
Guilford, CT
Holdings as of
12/31/2022
Value ($000)
$305,110
Num holdings
411
Date filed
2/17/2023
Form type
13F-HR
Prev filing
Next filing
5/15/2023
SEC
View on sec.gov
Compare Q4 2022 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type