Compass Wealth Management LLC
Q3 2023 13F Holdings
Location
Guilford, CT
Holdings as of
9/30/2023
Value ($000)
$318,469
Num holdings
394
Date filed
10/25/2023
Form type
13F-HR
Prev filing
7/27/2023
Next filing
1/4/2024
SEC
View on sec.gov
Compare Q3 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type