Evergreen Wealth Solutions, LLC Compass Diversified Holdings Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 11,014 shares of CODI stock, worth $211,468. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,014
Previous 10,904
1.01%
Holding current value
$211,468
Previous $241,000
5.39%
% of portfolio
0.18%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding CODI
# of Institutions
244Shares Held
44.1MCall Options Held
86.2KPut Options Held
13.7K-
Vanguard Group Inc Valley Forge, PA5.39MShares$103 Million0.0% of portfolio
-
American Century Companies Inc Kansas City, MO5.29MShares$102 Million0.07% of portfolio
-
Allspring Global Investments Holdings, LLC4.34MShares$83.3 Million0.17% of portfolio
-
Black Rock Inc. New York, NY3.83MShares$73.5 Million0.0% of portfolio
-
William Blair Investment Management, LLC Chicago, IL1.87MShares$35.8 Million0.11% of portfolio
About Compass Diversified Holdings
- Ticker CODI
- Exchange NYSE
- Sector Industrials
- Industry Conglomerates
- Shares Outstandng 71,725,504
- Market Cap $1.38B
- Description
- Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...