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Compass Diversified Holdings shares owned by Arete Wealth Advisors

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Arete Wealth Advisors from 13F filings

Historical chart of Arete Wealth Advisors investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 9.1k 22.05

More positions owned by Arete Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Walt Disney Company (DIS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Spdr Gold Tr Gold Shs (GLD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Arete Wealth Advisors

Top funds holding Compass Diversified Holdings

American Century Companies
Vanguard Group
Allspring Global Investments Holdings
BlackRock
BlackRock
William Blair Investment Management
Lord, Abbett & Co
Jennifer Ranahan
Essex Financial Services
State Street Corporation
Schroder Investment Management Group
Manufacturers Life Insurance Company
Bank of America Corporation
Royal Bank of Canada
Royce & Associates

View all funds holding Compass Diversified Holdings