Compass Ion Advisors, LLC Pimco ETF Tr Municipal Income Transaction History
Compass Ion Advisors, LLC
- $958 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding MINO
# of Institutions
113Shares Held
5.71MCall Options Held
0Put Options Held
0- 
    
      Cwm, LLC516KShares$23.5 Million0.07% of portfolio
- 
    
      Great Valley Advisor Group, Inc.415KShares$18.9 Million0.45% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC382KShares$17.4 Million0.01% of portfolio
- 
    
      Waterway Wealth Management, LLC The Woodlands, TX374KShares$17 Million5.01% of portfolio
- 
    
      Kovitz Investment Group Partners, LLC285KShares$13 Million0.06% of portfolio