Compass Ion Advisors, LLC Vanguard Mega Cap Growth ETF Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding MGK
# of Institutions
915Shares Held
39.3MCall Options Held
65.7KPut Options Held
72.6K-
Assetmark, Inc7.72MShares$2.93 Billion6.59% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.53MShares$1.34 Billion30.68% of portfolio
-
Morgan Stanley New York, NY2.28MShares$866 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.99MShares$756 Million0.05% of portfolio
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Captrust Financial Advisors Raleigh, NC1.65MShares$627 Million1.32% of portfolio