Compass Ion Advisors, LLC Trust For Professional Mgr Cro Call Options Transaction History
Compass Ion Advisors, LLC
- $759 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
11Shares Held
1.8MCall Options Held
0Put Options Held
0-
Morton Capital Management Llc/Ca Calabasas, CA1.66MShares$35.9 Million7.04% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$645,7150.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA25.4KShares$548,8120.0% of portfolio
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Ellsworth Advisors, LLC23.4KShares$506,4620.13% of portfolio
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Us Bancorp \De\13.1KShares$283,7220.0% of portfolio