Compass Wealth Management LLC's ownership history for WM


Compass Wealth Management LLC currently holds 14.8K shares with a market value of $3.2M. It started holding WM on 2024-09-30. At its peak, it held 15.2K shares on 2024-09-30. Its highest holding value was $3.5M on 2025-03-31. At its lowest, it held 14.8K shares on 2025-12-31, with a value of $3.0M on 2024-12-31. In the recent 180 days, Compass Wealth Management LLC has decreased its shares by 248. In the recent year, Compass Wealth Management LLC has decreased its shares by 278.


Compass Wealth Management LLC's ownership history for WM