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Compass Diversified Holdings shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Compass Diversified Holdings

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All positions including Compass Diversified Holdings held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2023-06-30 $76k 3.5k 21.69

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Compass Diversified Holdings

American Century Companies
Allspring Global Investments Holdings
BlackRock
Mangrove Partners
D. E. Shaw & Co
Vanguard Group
Essex Financial Services
State Street Corporation
Millennium Management
Jacobs Levy Equity Management
Geode Capital Management
Qube Research & Technologies
Jane Street
AQR Capital Management
UBS Group

View all funds holding Compass Diversified Holdings