Compass Ion Advisors, LLC Alger ETF Tr Mid Cap 40 ETF Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding FRTY
# of Institutions
29Shares Held
3.68MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC1.25MShares$24.6 Million0.04% of portfolio
-
Ubs Group Ag462KShares$9.13 Million0.0% of portfolio
-
Brookwood Investment Group LLC Phoenix, AZ447KShares$8.83 Million1.22% of portfolio
-
Fred Alger Management, LLC New York, NY285KShares$5.63 Million0.03% of portfolio
-
Prosperity Financial Group, Inc. San Ramon, CA268KShares$5.29 Million2.12% of portfolio