Compass Wealth Management LLC's ownership history for FI

Compass Wealth Management LLC currently holds 34.7K shares with a market value of $4.5M. It started holding FI on 2024-09-30. At its peak, it held 35.2K shares on 2024-09-30. Its highest holding value was $7.3M on 2025-03-31. At its lowest, it held 32.9K shares on 2025-03-31, with a value of $4.5M on 2025-09-30. In the recent 180 days, Compass Wealth Management LLC has increased its shares by 1.8K. In the recent year, Compass Wealth Management LLC has decreased its shares by 456.