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
3.82MCall Options Held
0Put Options Held
0- 
    
      Wealth Enhancement Advisory Services, LLC1.29MShares$29.3 Million0.05% of portfolio
- 
    
      Ubs Group Ag641KShares$14.6 Million0.0% of portfolio
- 
    
      Fred Alger Management, LLC New York, NY285KShares$6.5 Million0.03% of portfolio
- 
    
      Brookwood Investment Group LLC Phoenix, AZ283KShares$6.45 Million0.82% of portfolio
- 
    
      Raymond James Financial Inc St. Petersburg, FL220KShares$5.02 Million0.0% of portfolio