AWM
CMPS

AE Wealth Management’s Compass Pathways CMPS Stock Holding History

AE Wealth Management’s Portfolio CMPS Stock Details CMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-14,024
Closed -$150K – 1302
2023
Q4 		$150K Sell
14,024
-308
-2% -$3.29K ﹤0.01% 1912
2023
Q3 		$106K Buy
+14,332
New +$106K ﹤0.01% 1829