Compass Wealth Management LLC's ownership history for SMG

Compass Wealth Management LLC currently holds 95.7K shares with a market value of $5.5M. It started holding SMG on 2024-09-30. At its peak, it held 95.7K shares on 2025-09-30. Its highest holding value was $6.1M on 2025-06-30. At its lowest, it held 67.6K shares on 2024-09-30, with a value of $4.1M on 2025-03-31. In the recent 180 days, Compass Wealth Management LLC has increased its shares by 21.6K. In the recent year, Compass Wealth Management LLC has increased its shares by 28.1K.