Compass Wealth Management LLC
Q2 2023 13F Holdings
Location
Guilford, CT
Holdings as of
6/30/2023
Value ($000)
$331,028
Num holdings
405
Date filed
7/27/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/15/2023
Next filing
10/25/2023
SEC
View on sec.gov
Compare Q2 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type