Compass Wealth Management LLC
Q1 2023 13F Holdings
Location
Guilford, CT
Holdings as of
3/31/2023
Value ($000)
$314,656
Num holdings
414
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/17/2023
Next filing
7/27/2023
SEC
View on sec.gov
Compare Q1 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type