Compass Ion Advisors, LLC Pimco ETF Tr Municipal Income Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding MINO
# of Institutions
95Shares Held
4.43MCall Options Held
0Put Options Held
0-
Cwm, LLC426KShares$18.8 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC363KShares$16 Million0.01% of portfolio
-
Waterway Wealth Management, LLC The Woodlands, TX279KShares$12.3 Million5.21% of portfolio
-
Private Advisor Group, LLC216KShares$9.53 Million0.06% of portfolio
-
Kovitz Investment Group Partners, LLC200KShares$8.82 Million0.05% of portfolio