Compass Ion Advisors, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding FRTY
# of Institutions
35Shares Held
4.15MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.34MShares$27.4 Million0.04% of portfolio
-
Ubs Group Ag738KShares$15 Million0.0% of portfolio
-
Fred Alger Management, LLC New York, NY285KShares$5.81 Million0.03% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ283KShares$5.77 Million0.82% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL246KShares$5.02 Million0.0% of portfolio