Compass Ion Advisors, LLC Trust For Professional Mgr Cro Transaction History
Compass Ion Advisors, LLC
- $660 Million
- Q1 2024
A detailed history of Compass Ion Advisors, LLC transactions in Trust For Professional Mgr Cro stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 16,738 shares of SPC stock, worth $363,047. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,738
Previous 15,563
7.55%
Holding current value
$363,047
Previous $329,000
8.81%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SPC
# of Institutions
12Shares Held
1.73MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.53MShares$33.3 Million8.86% of portfolio
-
Bank Of America Corp Charlotte, NC51.4KShares$1.12 Million0.0% of portfolio
-
Ellsworth Advisors, LLC35.7KShares$775,2430.22% of portfolio
-
Westbourne Investment Advisors, Inc.29.8KShares$647,2070.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA25.1KShares$543,9630.0% of portfolio