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Compass Wealth Management LLC → WBS-PG

Compass Wealth Management LLC WBS-PG Position History

WBS-PG

Quarters held
1
Latest value
$31.8M
Q3 2025
Peak value
$31.8M
First seen
Q3 2025

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2025$31.8M96.5K——

Other funds holding WBS-PG

Other Compass Wealth Management LLC positions

AVGO

BROADCOM INC

$31.8M
AVGO

BROADCOM INC

$31.3M
AVGO

BROADCOM INC

$29.7M
AVGO

BROADCOM INC

$27M
AVGO

BROADCOM INC

$25.5M
AMAT

APPLIED MATLS INC

$24.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$23.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$23.5M