Compass Wealth Management LLC
Q2 2024 13F Holdings
Location
Guilford, CT
Holdings as of
6/30/2024
Value ($000)
$405,168
Num holdings
399
Date filed
7/16/2024
Form type
13F-HR
Prev filing
4/5/2024
Next filing
SEC
View on sec.gov
Compare Q2 2024 to
2024 Q1
2023 Q4
2023 Q3
2023 Q2 - RESTATEMENT
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type