Compass Ion Advisors, LLC Columbia ETF Tr I Multi Sector Transaction History
Compass Ion Advisors, LLC
- $851 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding MUST
# of Institutions
85Shares Held
13.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN2.43MShares$48.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.31MShares$46.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.72MShares$34.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.23MShares$24.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC973KShares$19.4 Million0.0% of portfolio