Compass Wealth Management LLC AEIS Holdings History
Compass Wealth Management LLC's Advanced Energy Industries Inc Holding Summary
As of 2025-03-31, Compass Wealth Management LLC held 67,545.00 shares of Advanced Energy Industries Inc(AEIS), totaling $6.44 Mil. This investment constitutes 1.64% of their stock portfolio, and Compass Wealth Management LLC now holds 0.18% of the outstanding Advanced Energy Industries Inc(AEIS) stock.
The initial trade took place in 2022Q4. And since then Compass Wealth Management LLC has made 5 purchases of AEIS, at an average price of $85.69, for a total of 76,252.00 shares. In addition, there have been 4 sales at an average price of $105.04 for 8,707.00 shares. Based on historical transaction data and AEIS's current price of $143.25, Compass Wealth Management LLC's estimated gain on his AEIS holdings is $4.06 Mil, reflecting a 62.08% gain to date.
Compass Wealth Management LLC AEIS ($143.25) Holding Chart
Compass Wealth Management LLC AEIS ($143.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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