WR Wealth Planners, LLC - COMPASS DIVERSIFIED HOLDINGS ownership

COMPASS DIVERSIFIED HOLDINGS's ticker is CODI and the CUSIP is 20451Q104. A total of 207 filers reported holding COMPASS DIVERSIFIED HOLDINGS in Q2 2024. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
WR Wealth Planners, LLC ownership history of COMPASS DIVERSIFIED HOLDINGS
ValueSharesWeighting
Q2 2024$18,245
-8.1%
833
+1.1%
0.01%0.0%
Q1 2024$19,845
+31.4%
824
+2.5%
0.01%0.0%
Q3 2023$15,097
-12.5%
804
+1.1%
0.01%
-14.3%
Q2 2023$17,253
-62.1%
795
-66.7%
0.01%
-65.0%
Q1 2023$45,5802,3890.02%
Other shareholders
COMPASS DIVERSIFIED HOLDINGS shareholders Q2 2024
NameSharesValueWeighting ↓
SMH CAPITAL ADVISORS INC 81,141$1,479,2042.16%
Essex Financial Services, Inc. 798,053$14,5481.54%
Gilman Hill Asset Management, LLC 394,175$7,185,8121.47%
North Star Investment Management Corp. 291,745$5,318,5160.47%
1620 INVESTMENT ADVISORS, INC. 15,959$290,9330.35%
REDMONT WEALTH ADVISORS LLC 14,799$269,7920.32%
Opus Capital Group, LLC 88,000$1,6040.31%
Glass Jacobson Investment Advisors llc 29,000$528,6700.26%
PEAK FINANCIAL ADVISORS LLC 15,491$282,4010.26%
Evergreen Wealth Solutions, LLC 10,530$1920.25%
View complete list of COMPASS DIVERSIFIED HOLDINGS shareholders