Compass Wealth Management LLC's ownership history for SMG

Compass Wealth Management LLC currently holds 118.2K shares with a market value of $6.9M. It started holding SMG on 2024-09-30. At its peak, it held 118.2K shares on 2025-12-31. Its highest holding value was $6.9M on 2025-12-31. At its lowest, it held 67.6K shares on 2024-09-30, with a value of $4.1M on 2025-03-31. In the recent 180 days, Compass Wealth Management LLC has increased its shares by 26.3K. In the recent year, Compass Wealth Management LLC has increased its shares by 48.1K.